Ullmann Wealth Partners Group, LLC Blackrock Short Maturity Munic Transaction History
Ullmann Wealth Partners Group, LLC
- $749 Million
- Q1 2025
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 365,880 shares of MEAR stock, worth $18.3 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
365,880
Previous 347,628
5.25%
Holding current value
$18.3 Million
Previous $17.4 Million
5.82%
% of portfolio
2.45%
Previous 2.24%
Shares
8 transactions
Others Institutions Holding MEAR
# of Institutions
188Shares Held
12.8MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.79MShares$89.6 Million9.16% of portfolio
-
Resonant Capital Advisors, LLC1.23MShares$61.7 Million4.38% of portfolio
-
Bank Of America Corp Charlotte, NC919KShares$46 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC677KShares$33.9 Million0.41% of portfolio
-
Foster Group, Inc.520KShares$26 Million1.02% of portfolio