Summit Wealth Partners, LLC Blackrock Short Maturity Munic Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,873 shares of MEAR stock, worth $445,513. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,873
Previous 7,334
20.98%
Holding current value
$445,513
Previous $369 Million
20.11%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
161Shares Held
13MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81.1 Million8.72% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$69.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.8 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.05MShares$52.8 Million3.89% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.9 Million0.45% of portfolio