Bennett Associates Wealth Management BLACKROCK INC Transaction History

Bennett Associates Wealth Management

  • $121 Billion
  • Q1 2025
Number of Shares
546
Previous 580 5.86%
Holding current value
$517 Million
Previous $595 Million 13.08%
% of portfolio
0.43%
Previous 0.49%

Shares

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

Apr 09, 2025
SELL
N/A
-34 Reduced 5.86%
546 $517 Million
Q4 2024

Jan 14, 2025
BUY
N/A
580 New
580 $595 Million
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