Bennett Associates Wealth Management BLACKROCK INC Transaction History

Bennett Associates Wealth Management

  • $144 Billion
  • Q4 2025
Number of Shares
519
Previous 537 3.35%
Holding current value
$556 Million
Previous $626 Million 11.27%
% of portfolio
0.39%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
N/A
-18 Reduced 3.35%
519 $556 Million
Q3 2025

Oct 15, 2025
SELL
N/A
-10 Reduced 1.83%
537 $626 Million
Q2 2025

Jul 22, 2025
BUY
N/A
1 Added 0.18%
547 $574 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-34 Reduced 5.86%
546 $517 Million
Q4 2024

Jan 14, 2025
BUY
N/A
580 New
580 $595 Million
Track This Portfolio

Track Bennett Associates Wealth Management Portfolio

Follow Bennett Associates Wealth Management 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 Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email