Modern Wealth Management, LLC Blackrock Short Maturity Munic Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Modern Wealth Management, LLC holds 91,176 shares of MEAR stock, worth $4.59 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
91,176
Previous 92,567
1.5%
Holding current value
$4.59 Million
Previous $4.65 Million
98875.26%
% of portfolio
0.09%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding MEAR
# of Institutions
209Shares Held
19.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.42MShares$172 Million0.01% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
-
Resonant Capital Advisors, LLC1.37MShares$69.1 Million4.11% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.26MShares$63.4 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC1.08MShares$54.4 Million0.0% of portfolio