Modern Wealth Management, LLC Blackrock Short Maturity Munic Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
A detailed history of Modern Wealth Management, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Modern Wealth Management, LLC holds 92,567 shares of MEAR stock, worth $4.67 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
92,567
Previous 92,037
0.58%
Holding current value
$4.67 Million
Previous $4.62 Million
0.65%
% of portfolio
0.12%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding MEAR
# of Institutions
206Shares Held
18.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.1MShares$156 Million0.01% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
-
Resonant Capital Advisors, LLC1.37MShares$69.2 Million4.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.9 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC658KShares$33.2 Million0.36% of portfolio