Principle Wealth Partners LLC Blackrock Short Maturity Munic Transaction History
Principle Wealth Partners LLC
- $1.45 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
205Shares Held
18.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.1MShares$156 Million0.01% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
-
Resonant Capital Advisors, LLC1.37MShares$69.2 Million4.11% of portfolio
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Bank Of America Corp Charlotte, NC1.15MShares$57.9 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC658KShares$33.2 Million0.36% of portfolio