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

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 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

157

Shares Held

11.9M

Call Options Held

Put Options Held

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

View Full List

About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
Sector ETFs
Industry ETFs

More about MEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account