Win Advisors, Inc Blackrock Short Maturity Munic Transaction History

Win Advisors, Inc

$201 Million
Q4 2024

A detailed history of Win Advisors, Inc transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Win Advisors, Inc holds 18,458 shares of MEAR stock, worth $926,776. This represents 0.46% of its overall portfolio holdings.

Number of Shares

18,458

Holding current value

$926,776

% of portfolio

0.46%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$49.94 - $50.28 $921,792 - $928,068	18,458 New	18,458 $921,000
Q4 2023 Feb 05, 2024	BUY	$49.67 - $50.06 $1.39 Million - $1.4 Million	27,984 New	27,984 $1.4 Million
Q1 2023 Apr 28, 2023	BUY	$49.65 - $49.96 $351,770 - $353,966	7,085 New	7,085 $353,000

Others Institutions Holding MEAR

# of Institutions

160

Shares Held

12.9M

Call Options Held

Put Options Held

Rockwood Wealth Management, LLC New Hope, PA

1.62M
Shares

$81.1 Million
8.72% of portfolio
Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$57.8 Million
0.0% of portfolio
Resonant Capital Advisors, LLC

1.05M
Shares

$52.8 Million
3.89% of portfolio
Integrated Wealth Concepts LLC

695K
Shares

$34.9 Million
0.45% of portfolio

View Full List

About BLACKROCK SHORT MATURITY MUNIC

Ticker MEAR
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