Personal Wealth Partners Blackrock Short Maturity Munic Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$50.12 - $50.32 $220,026 - $220,904	-4,390 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$50.08 - $50.2 $219,851 - $220,378	4,390 New	4,390 $220,000

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

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