A detailed history of Forbes Financial Planning, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 150,829 shares of NEAR stock, worth $7.65 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares
150,829
Previous 137,524 9.67%
Holding current value
$7.65 Million
Previous $6.92 Million 11.66%
% of portfolio
5.57%
Previous 5.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$50.09 - $51.31 $666,447 - $682,679
13,305 Added 9.67%
150,829 $7.73 Million
Q2 2024

Jul 25, 2024

BUY
$49.93 - $50.33 $6.87 Million - $6.92 Million
137,524 New
137,524 $6.92 Million

Others Institutions Holding NEAR

About BLACKROCK SHORT MATURITY BOND


  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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