Litman Gregory Wealth Management LLC Blackrock Short Maturity Bond Transaction History

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 11,614 shares of NEAR stock, worth $594,288. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,614
Holding current value
$594,288
% of portfolio
0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$50.4 - $50.89 $585,345 - $591,036
11,614 New
11,614 $590,000
Q4 2023

Jan 31, 2024
SELL
$49.7 - $50.52 $213,710 - $217,236
-4,300 Reduced 34.14%
8,295 $419,000
Q3 2023

Oct 23, 2023
BUY
$49.55 - $49.89 $624,082 - $628,364
12,595 New
12,595 $628,000

Others Institutions Holding NEAR

# of Institutions
379
Shares Held
44.3M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

NEAR Quotes by TradingView
  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
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