Summit Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,286 shares of NEAR stock, worth $471,171. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,286
Previous 9,235 0.55%
Holding current value
$471,171
Previous $473 Million 0.9%
% of portfolio
0.1%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$50.28 - $51.08 $2,564 - $2,605
51 Added 0.55%
9,286 $469 Million
Q3 2024

Oct 28, 2024
SELL
$50.09 - $51.31 $65,217 - $66,805
-1,302 Reduced 12.36%
9,235 $473 Million
Q2 2024

Sep 11, 2024
BUY
$49.93 - $50.33 $1,148 - $1,157
23 Added 0.22%
10,537 $530 Million
Q1 2024

Sep 11, 2024
SELL
$50.23 - $50.75 $99,354 - $100,383
-1,978 Reduced 15.83%
10,514 $531 Million
Q4 2023

Sep 11, 2024
SELL
$49.7 - $50.52 $34,988 - $35,566
-704 Reduced 5.33%
12,492 $631 Million
Q3 2023

Sep 11, 2024
SELL
$49.55 - $49.89 $3,518 - $3,542
-71 Reduced 0.54%
13,196 $658 Million
Q2 2023

Sep 11, 2024
BUY
$49.48 - $49.72 $49,480 - $49,720
1,000 Added 8.15%
13,267 $660 Million
Q1 2023

Sep 11, 2024
SELL
$49.26 - $49.62 $54,629 - $55,028
-1,109 Reduced 8.29%
12,267 $608 Million
Q4 2022

Sep 11, 2024
SELL
$49.01 - $49.3 $547,245 - $550,483
-11,166 Reduced 45.5%
13,376 $659 Million
Q3 2022

Sep 11, 2024
SELL
$49.19 - $49.38 $174,329 - $175,002
-3,544 Reduced 12.62%
24,542 $1.21 Billion
Q2 2022

Sep 11, 2024
SELL
$49.22 - $49.57 $112,615 - $113,416
-2,288 Reduced 7.53%
28,086 $1.38 Billion
Q1 2022

Sep 11, 2024
BUY
$49.51 - $49.96 $30,894 - $31,175
624 Added 2.1%
30,374 $1.51 Billion
Q4 2021

Sep 10, 2024
SELL
$49.93 - $50.12 $189,833 - $190,556
-3,802 Reduced 11.33%
29,750 $1.49 Billion
Q3 2021

Sep 10, 2024
SELL
$50.12 - $50.16 $24,258 - $24,277
-484 Reduced 1.42%
33,552 $1.68 Billion
Q2 2021

Sep 10, 2024
SELL
$50.15 - $50.21 $1,755 - $1,757
-35 Reduced 0.1%
34,036 $1.71 Billion
Q1 2021

Sep 10, 2024
SELL
$50.15 - $50.25 $3,259 - $3,266
-65 Reduced 0.19%
34,071 $1.71 Billion
Q4 2020

Sep 10, 2024
SELL
$50.09 - $50.18 $83,349 - $83,499
-1,664 Reduced 4.65%
34,136 $1.71 Billion
Q3 2020

Sep 10, 2024
SELL
$49.97 - $50.15 $183,889 - $184,552
-3,680 Reduced 9.32%
35,800 $1.79 Billion
Q2 2020

Sep 10, 2024
SELL
$48.5 - $50.01 $153,211 - $157,981
-3,159 Reduced 7.41%
39,480 $1.97 Billion
Q1 2020

Sep 10, 2024
SELL
$45.53 - $50.41 $892,843 - $988,540
-19,610 Reduced 31.5%
42,639 $2.07 Billion
Q4 2019

Sep 09, 2024
BUY
$50.21 - $50.36 $3.13 Million - $3.13 Million
62,249 New
62,249 $3.13 Billion

Others Institutions Holding NEAR

# of Institutions
368
Shares Held
42.8M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

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