Milestone Investment Advisors LLC Blackrock Short Maturity Munic Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 6,992 shares of MEAR stock, worth $350,369. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,992
Previous 3,003
132.83%
Holding current value
$350,369
Previous $150,000
134.0%
% of portfolio
0.1%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
156Shares Held
12.6MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81 Million8.72% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$69.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.7 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.05MShares$52.7 Million3.89% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio