Zhang Financial LLC Blackrock Short Maturity Munic Transaction History

Zhang Financial LLC

$1.57 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 13, 2020	SELL	$49.97 - $50.34 $224,865 - $226,530	-4,500 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$50.08 - $50.2 $225,360 - $225,900	4,500 New	4,500 $226,000

Others Institutions Holding MEAR

# of Institutions

155

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.8 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56.3 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.8 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.9 Million
0.45% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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