Summit Wealth Partners, LLC Blackrock Short Maturity Munic Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
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 32,608 shares of MEAR stock, worth $1.64 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
32,608
Previous 30,624
6.48%
Holding current value
$1.64 Million
Previous $1.54 Billion
6.99%
% of portfolio
0.3%
Previous 0.29%
Shares
5 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