Summit Wealth Partners, LLC Blackrock Short Maturity Munic Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,334 shares of MEAR stock, worth $367,213. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,334Holding current value
$367,213% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding MEAR
# of Institutions
156Shares Held
12.6MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$80.9 Million8.72% of portfolio
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Jpmorgan Chase & CO New York, NY1.39MShares$69.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.15MShares$57.6 Million0.0% of portfolio
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Resonant Capital Advisors, LLC1.12MShares$56.1 Million4.21% of portfolio
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Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio