Pathstone Holdings, LLC Blackrock Short Maturity Munic Transaction History

Pathstone Holdings, LLC

$22.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$49.97 - $50.18 $128,772 - $129,313	2,577 Added 17.28%	17,486 $876,000
Q4 2023 Feb 14, 2024	BUY	$49.67 - $50.06 $740,530 - $746,344	14,909 New	14,909 $745,000

Others Institutions Holding MEAR

# of Institutions

157

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.5 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.6 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.7 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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