Bernard Wealth Management Corp. BLACKROCK INC Transaction History

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025
Number of Shares
120
Previous 126 4.76%
Holding current value
$126 Million
Previous $119 Million 5.58%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-6 Reduced 4.76%
120 $126 Million
Q1 2025

Apr 16, 2025
BUY
N/A
126 New
126 $119 Million
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email