Apex Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 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 24,816 shares of NEAR stock, worth $1.27 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
24,816
Previous 26,736 7.18%
Holding current value
$1.27 Million
Previous $1.37 Billion 6.86%
% of portfolio
0.91%
Previous 1.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$50.8 - $51.32 $97,536 - $98,534
-1,920 Reduced 7.18%
24,816 $1.27 Billion
Q2 2025

Aug 08, 2025
SELL
$50.41 - $51.17 $5.25 Million - $5.32 Million
-104,057 Reduced 79.56%
26,736 $1.37 Billion
Q1 2025

Apr 29, 2025
BUY
$50.4 - $50.89 $1.88 Million - $1.9 Million
37,252 Added 39.82%
130,793 $6.65 Billion
Q4 2024

Feb 14, 2025
BUY
$50.28 - $51.08 $4.7 Million - $4.78 Million
93,541 New
93,541 $4.72 Billion

Others Institutions Holding NEAR

# of Institutions
417
Shares Held
50.8M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC 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 Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email