Williams Financial, LLC Blackrock Short Maturity Munic Transaction History

Williams Financial, LLC

$160 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$50.17 - $50.27 $947,510 - $949,399	-18,886 Closed	0 $0
Q4 2020 Mar 01, 2021	BUY	$50.12 - $50.32 $946,566 - $950,343	18,886 New	18,886 $949,000

Others Institutions Holding MEAR

# of Institutions

157

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.5 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.6 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.7 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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