Mbe Wealth Management, LLC Blackrock Short Maturity Munic Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$49.27 - $50.15 $7,538 - $7,672	-153 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$48.94 - $50.3 $7,487 - $7,695	153 New	153 $7,000

Others Institutions Holding MEAR

# of Institutions

155

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.8 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56.3 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.8 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.9 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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