Apex Wealth Management, LLC Blackrock Short Maturity Bond Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 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 26,736 shares of NEAR stock, worth $1.37 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
26,736
Previous 130,793
79.56%
Holding current value
$1.37 Million
Previous $6.65 Billion
79.47%
% of portfolio
1.1%
Previous 5.98%
Shares
3 transactions
Others Institutions Holding NEAR
# of Institutions
418Shares Held
48.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.5MShares$180 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$162 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.61MShares$134 Million0.03% of portfolio
-
Clearwater Capital Advisors, LLC2.61MShares$134 Million13.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.56MShares$131 Million0.05% of portfolio