Pinnacle Wealth Management Advisory Group, LLC Blackrock Short Maturity Munic Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$49.59 - $49.78 $265,058 - $266,074	-5,345 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$49.74 - $50.11 $265,860 - $267,837	5,345 New	5,345 $266,000
Q4 2020 Feb 03, 2021	SELL	$50.12 - $50.32 $788,888 - $792,036	-15,740 Closed	0 $0
Q3 2020 Oct 29, 2020	BUY	$49.97 - $50.34 $193,134 - $194,564	3,865 Added 32.55%	15,740 $790,000
Q2 2020 Aug 11, 2020	SELL	$49.27 - $50.15 $47,545 - $48,394	-965 Reduced 7.52%	11,875 $596,000
Q1 2020 May 08, 2020	BUY	$48.94 - $50.3 $257,424 - $264,578	5,260 Added 69.39%	12,840 $639,000
Q4 2019 Feb 05, 2020	BUY	$50.08 - $50.2 $379,606 - $380,516	7,580 New	7,580 $380,000

Others Institutions Holding MEAR

# of Institutions

160

Shares Held

12.9M

Call Options Held

Put Options Held

Rockwood Wealth Management, LLC New Hope, PA

1.62M
Shares

$81.1 Million
8.72% of portfolio
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

1.05M
Shares

$52.8 Million
3.89% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.9 Million
0.45% of portfolio

View Full List

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