Legacy Financial Advisors, Inc. Blackrock Short Maturity Bond Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
347Shares Held
38.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.38MShares$171 Million0.01% of portfolio
-
Bramshill Investments, LLC Naples, FL2.97MShares$150 Million16.79% of portfolio
-
Clearwater Capital Advisors, LLC2.41MShares$122 Million12.68% of portfolio
-
Morgan Stanley New York, NY2.34MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$104 Million0.05% of portfolio