Apex Wealth Management, LLC Blackrock Short Maturity Bond Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Apex Wealth Management, LLC holds 130,793 shares of NEAR stock, worth $6.66 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
130,793
Previous 93,541
39.82%
Holding current value
$6.66 Million
Previous $4.72 Billion
40.85%
% of portfolio
5.98%
Previous 4.08%
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
395Shares Held
47.1MCall Options Held
0Put Options Held
0-
Bramshill Investments, LLC Naples, FL3.48MShares$177 Million20.36% of portfolio
-
Bank Of America Corp Charlotte, NC3.22MShares$164 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.67MShares$136 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.61MShares$133 Million13.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$122 Million0.05% of portfolio