Vertex Planning Partners, LLC Blackrock Short Maturity Munic Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,829 shares of MEAR stock, worth $342,610. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,829Holding current value
$342,610% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding MEAR
# of Institutions
188Shares Held
15.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.93MShares$96.9 Million0.01% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA1.79MShares$89.8 Million9.16% of portfolio
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Resonant Capital Advisors, LLC1.23MShares$61.8 Million4.38% of portfolio
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Bank Of America Corp Charlotte, NC947KShares$47.5 Million0.0% of portfolio
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Integrated Wealth Concepts LLC674KShares$33.8 Million0.42% of portfolio