Vertex Planning Partners, LLC Blackrock Short Maturity Munic Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 8,710 shares of MEAR stock, worth $438,548. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,710
Previous 7,405
17.62%
Holding current value
$438,548
Previous $372 Million
18.19%
% of portfolio
0.08%
Previous 0.08%
Shares
3 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