Summit Wealth Partners, LLC Blackrock Short Maturity Munic Put Options Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MEAR

# of Institutions

156

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

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

1.12M
Shares

$56.3 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.8 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.9 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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