Lake Point Wealth Management Blackrock Short Maturity Munic Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$50.17 - $50.27 $3,612 - $3,619	-72 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$50.08 - $50.2 $3,605 - $3,614	72 New	72 $4,000

Others Institutions Holding MEAR

# of Institutions

205

Shares Held

18.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.1M
Shares

$156 Million
0.01% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.03M
Shares

$102 Million
8.18% of portfolio
Resonant Capital Advisors, LLC

1.37M
Shares

$69.2 Million
4.11% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.9 Million
0.0% of portfolio
Integrated Wealth Concepts LLC

658K
Shares

$33.2 Million
0.36% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
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