Mascoma Wealth Management LLC - BLACKROCK STRATEGIC MUN TR ownership

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of BLACKROCK STRATEGIC MUN TR
ValueSharesWeighting
Q2 2019$50,000
+6.4%
3,5000.0%0.03%
-3.1%
Q1 2019$47,000
+11.9%
3,5000.0%0.03%0.0%
Q4 2018$42,000
-2.3%
3,5000.0%0.03%
+14.3%
Q3 2018$43,000
-2.3%
3,5000.0%0.03%
-9.7%
Q2 2018$44,0000.0%3,5000.0%0.03%
+6.9%
Q1 2018$44,000
-4.3%
3,5000.0%0.03%
+3.6%
Q4 2017$46,000
-8.0%
3,5000.0%0.03%
-15.2%
Q3 2017$50,000
+4.2%
3,5000.0%0.03%
+3.1%
Q2 2017$48,000
+2.1%
3,5000.0%0.03%
-5.9%
Q1 2017$47,0000.0%3,5000.0%0.03%
-2.9%
Q4 2016$47,0003,5000.04%
Other shareholders
BLACKROCK STRATEGIC MUN TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cardan Capital Partners, LLC 413,116$4,800,0001.20%
Tradewinds Capital Management, LLC 35,000$509,0000.35%
LUCAS CAPITAL MANAGEMENT 12,000$174,0000.13%
Yellowstone Partners, LLC 18,212$265,0000.11%
Advisors Asset Management, Inc. 227,424$3,304,0000.06%
Private Advisor Group, LLC 16,544$240,0000.01%
FineMark National Bank & Trust 4,500$65,0000.01%
Fiera Capital Corp 77,719$1,129,0000.01%
SECURITY NATIONAL TRUST CO 1,005$15,0000.01%
MSI Financial Services Inc 8,610$125,0000.01%
View complete list of BLACKROCK STRATEGIC MUN TR shareholders