W.G. Shaheen & Associates Dba Whitney & CO Blackrock Short Maturity Munic Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$48.94 - $50.3 $293,640 - $301,800	-6,000 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$50.09 - $50.15 $300,540 - $300,900	6,000 New	6,000 $301,000

Others Institutions Holding MEAR

# of Institutions

146

Shares Held

11.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.4M
Shares

$120 Million
0.01% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56.1 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.7 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

703K
Shares

$35.2 Million
0.5% of portfolio
Foster Group, Inc.

485K
Shares

$24.3 Million
0.95% of portfolio

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