Axxcess Wealth Management, LLC Blackrock Short Maturity Bond Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 141,383 shares of NEAR stock, worth $7.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
141,383
Previous 121,110 16.74%
Holding current value
$7.18 Million
Previous $6.12 Million 17.59%
% of portfolio
0.2%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$50.4 - $50.89 $1.02 Million - $1.03 Million
20,273 Added 16.74%
141,383 $7.19 Million
Q4 2024

Feb 10, 2025
BUY
$50.28 - $51.08 $1.71 Million - $1.73 Million
33,940 Added 38.94%
121,110 $6.12 Million
Q3 2024

Nov 04, 2024
BUY
$50.09 - $51.31 $4.37 Million - $4.47 Million
87,170 New
87,170 $4.47 Million
Q4 2023

Feb 06, 2024
BUY
$49.7 - $50.52 $8,051 - $8,184
162 Added 1.75%
9,432 $476,000
Q3 2023

Nov 14, 2023
BUY
$49.55 - $49.89 $459,328 - $462,480
9,270 New
9,270 $462,000
Q1 2023

May 03, 2023
SELL
$49.26 - $49.62 $2.17 Million - $2.18 Million
-44,006 Reduced 50.49%
43,147 $2.14 Million
Q4 2022

Feb 14, 2023
SELL
$49.01 - $49.3 $2.54 Million - $2.56 Million
-51,836 Reduced 37.3%
87,153 $4.29 Million
Q3 2022

Nov 14, 2022
SELL
$49.19 - $49.38 $1.13 Million - $1.13 Million
-22,957 Reduced 14.18%
138,989 $6.85 Million
Q2 2022

Aug 11, 2022
SELL
$49.22 - $49.57 $924,302 - $930,875
-18,779 Reduced 10.39%
161,946 $7.98 Million
Q1 2022

Aug 11, 2022
SELL
$49.51 - $49.96 $138,281 - $139,538
-2,793 Reduced 1.52%
180,725 $8.96 Million
Q4 2021

Aug 11, 2022
BUY
$49.93 - $50.12 $9.16 Million - $9.2 Million
183,518 New
183,518 $9.17 Million

Others Institutions Holding NEAR

# of Institutions
395
Shares Held
47.1M
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 Axxcess Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email