Navis Wealth Advisors, LLC Blackrock Short Maturity Munic Transaction History

Navis Wealth Advisors, LLC

$90.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$50.17 - $50.27 $250,850 - $251,350	-5,000 Closed	0 $0
Q4 2020 Mar 04, 2021	BUY	$50.12 - $50.32 $250,600 - $251,600	5,000 New	5,000 $251,000

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

Ticker MEAR
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