Guardian Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 60,458 shares of NEAR stock, worth $3.06 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

60,458

Previous 59,448 1.7%

Holding current value

$3.06 Million

Previous $2.99 Million 3.51%

% of portfolio

1.91%

Previous 1.95%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$50.09 - $51.31 $50,590 - $51,823	1,010 Added 1.7%	60,458 $3.1 Million
Q2 2024 Aug 08, 2024	BUY	$49.93 - $50.33 $45,136 - $45,498	904 Added 1.54%	59,448 $2.99 Million
Q1 2024 Apr 26, 2024	SELL	$50.23 - $50.75 $195,394 - $197,417	-3,890 Reduced 6.23%	58,544 $2.95 Million
Q4 2023 Feb 08, 2024	SELL	$49.7 - $50.52 $103,624 - $105,334	-2,085 Reduced 3.23%	62,434 $3.15 Million
Q3 2023 Oct 30, 2023	SELL	$49.55 - $49.89 $111,983 - $112,751	-2,260 Reduced 3.38%	64,519 $3.22 Million
Q2 2023 Aug 08, 2023	SELL	$49.48 - $49.72 $383,519 - $385,379	-7,751 Reduced 10.4%	66,779 $3.32 Million
Q1 2023 May 18, 2023	SELL	$49.26 - $49.62 $465,802 - $469,206	-9,456 Reduced 11.26%	74,530 $3.7 Million
Q4 2022 Feb 02, 2023	BUY	$49.01 - $49.3 $4.02 Million - $4.04 Million	81,976 New	81,976 $4.04 Million
Q3 2022 May 18, 2023	BUY	$49.19 - $49.38 $4.13 Million - $4.15 Million	83,986 New	83,986 $4.14 Million
Q2 2022 Aug 12, 2022	SELL	$49.22 - $49.57 $271,891 - $273,824	-5,524 Reduced 5.9%	88,116 $4.34 Million
Q1 2022 May 11, 2022	BUY	$49.51 - $49.96 $250,520 - $252,797	5,060 Added 5.71%	93,640 $4.64 Million
Q4 2021 Feb 03, 2022	BUY	$49.93 - $50.12 $742,209 - $745,033	14,865 Added 20.17%	88,580 $4.43 Million
Q3 2021 Nov 10, 2021	BUY	$50.12 - $50.16 $671,106 - $671,642	13,390 Added 22.2%	73,715 $3.7 Million
Q2 2021 Jul 28, 2021	BUY	$50.15 - $50.21 $3.03 Million - $3.03 Million	60,325 New	60,325 $3.03 Million
Q1 2021 May 10, 2021	SELL	$50.15 - $50.25 $1.82 Million - $1.83 Million	-36,350 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$50.15 - $50.25 $1.39 Million - $1.39 Million	27,690 Added 319.75%	36,350 $1.82 Million
Q4 2020 May 10, 2021	BUY	$50.09 - $50.18 $433,779 - $434,558	8,660 New	8,660 $434,000

Others Institutions Holding NEAR

# of Institutions

344

Shares Held

38.7M

Call Options Held

Put Options Held

View Full List

About BLACKROCK SHORT MATURITY BOND

Ticker NEAR
Sector ETFs
Industry ETFs

More about NEAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History