Mbe Wealth Management, LLC Blackrock Short Maturity Munic Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
146Shares Held
11MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.4MShares$121 Million0.01% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA877KShares$44.1 Million5.35% of portfolio
-
Resonant Capital Advisors, LLC860KShares$43.3 Million3.54% of portfolio
-
Integrated Wealth Concepts LLC703KShares$35.4 Million0.5% of portfolio
-
Foster Group, Inc.486KShares$24.4 Million1.0% of portfolio