Obsidian Personal Planning Solutions LLC Blackrock Short Maturity Munic Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 62,763 shares of MEAR stock, worth $3.15 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
62,763
Previous 56,031
12.01%
Holding current value
$3.15 Million
Previous $2.81 Million
12.42%
% of portfolio
1.56%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding MEAR
# of Institutions
155Shares Held
11.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.39MShares$69.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.8 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.12MShares$56.3 Million4.21% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA952KShares$47.8 Million5.27% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.9 Million0.45% of portfolio