Win Advisors, Inc Blackrock Short Maturity Munic Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$49.67 - $50.06 $1.39 Million - $1.4 Million	27,984 New	27,984 $1.4 Million
Q1 2023 Apr 28, 2023	BUY	$49.65 - $49.96 $351,770 - $353,966	7,085 New	7,085 $353,000

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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