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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$49.94 - $50.28 $76,857 - $77,380
1,539 Added 20.98%
8,873 $443 Million
Q3 2024

Oct 28, 2024
BUY
$49.99 - $50.34 $366,626 - $369,193
7,334 New
7,334 $369 Million

Others Institutions Holding MEAR

# of Institutions
160
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY MUNIC

MEAR Quotes by TradingView
  • Ticker MEAR
  • Sector ETFs
  • Industry ETFs
More about MEAR
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email