Summit Wealth Partners, LLC Blackrock Short Maturity Munic Transaction History
Summit Wealth Partners, LLC
- $524 Billion
- Q2 2025
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 30,624 shares of MEAR stock, worth $1.54 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
30,624
Previous 17,225
77.79%
Holding current value
$1.54 Million
Previous $865 Million
77.89%
% of portfolio
0.29%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding MEAR
# of Institutions
196Shares Held
15.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.93MShares$97.3 Million0.01% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA1.91MShares$96.1 Million8.44% of portfolio
-
Resonant Capital Advisors, LLC1.23MShares$62.1 Million4.03% of portfolio
-
Bank Of America Corp Charlotte, NC947KShares$47.7 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC674KShares$33.9 Million0.42% of portfolio