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 $6.68 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
130,793
Previous 93,541
39.82%
Holding current value
$6.68 Million
Previous $4.72 Billion
40.85%
% of portfolio
5.98%
Previous 4.08%
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
378Shares Held
44.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.34MShares$171 Million0.01% of portfolio
-
Bramshill Investments, LLC Naples, FL3.22MShares$165 Million25.82% of portfolio
-
Morgan Stanley New York, NY2.87MShares$147 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.55MShares$130 Million13.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.19MShares$112 Million0.05% of portfolio