Financial Plan, Inc. Blackrock Short Maturity Munic Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Financial Plan, Inc. holds 7,300 shares of MEAR stock, worth $367,555. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,300Holding current value
$367,555% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding MEAR
# of Institutions
217Shares Held
20MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.42MShares$172 Million0.01% of portfolio
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Rockwood Wealth Management, LLC New Hope, PA2.19MShares$110 Million8.22% of portfolio
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Resonant Capital Advisors, LLC1.37MShares$69.1 Million3.87% of portfolio
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Captrust Financial Advisors Raleigh, NC1.26MShares$63.4 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC1.08MShares$54.4 Million0.0% of portfolio