Wealthsource Partners, LLC Blackrock Short Maturity Munic Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding MEAR
# of Institutions
179Shares Held
12.4MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81.2 Million8.72% of portfolio
-
Resonant Capital Advisors, LLC1.05MShares$52.8 Million3.89% of portfolio
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Bank Of America Corp Charlotte, NC919KShares$46.1 Million0.0% of portfolio
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Integrated Wealth Concepts LLC677KShares$34 Million0.41% of portfolio
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Foster Group, Inc.514KShares$25.8 Million1.02% of portfolio