Elmwood Wealth Management, Inc. Blackrock Short Maturity Munic Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q4 2024
A detailed history of Elmwood Wealth Management, Inc. transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 68,325 shares of MEAR stock, worth $3.43 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
68,325
Previous 59,405
15.02%
Holding current value
$3.43 Million
Previous $2.99 Million
14.15%
% of portfolio
1.49%
Previous 1.34%
Shares
22 transactions
Others Institutions Holding MEAR
# of Institutions
173Shares Held
12.3MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81.2 Million8.72% of portfolio
-
Resonant Capital Advisors, LLC1.05MShares$52.8 Million3.89% of portfolio
-
Bank Of America Corp Charlotte, NC919KShares$46.2 Million0.0% of portfolio
-
Integrated Wealth Concepts LLC677KShares$34 Million0.41% of portfolio
-
Foster Group, Inc.514KShares$25.8 Million1.02% of portfolio