Exencial Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 111,566 shares of NEAR stock, worth $5.72 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
111,566
Previous 114,865
2.87%
Holding current value
$5.72 Million
Previous $5.8 Million
3.12%
% of portfolio
0.21%
Previous 0.22%
Shares
17 transactions
Others Institutions Holding NEAR
# of Institutions
345Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.46MShares$177 Million0.02% of portfolio
-
Bramshill Investments, LLC Naples, FL2.69MShares$138 Million14.88% of portfolio
-
Clearwater Capital Advisors, LLC2.34MShares$120 Million13.12% of portfolio
-
Morgan Stanley New York, NY2.19MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$98.6 Million0.05% of portfolio