Selective Wealth Management, Inc. Blackrock Short Maturity Bond Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
395Shares Held
47.1MCall Options Held
0Put Options Held
0-
Bramshill Investments, LLC Naples, FL3.48MShares$177 Million20.36% of portfolio
-
Bank Of America Corp Charlotte, NC3.22MShares$164 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.67MShares$136 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.61MShares$133 Million13.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$122 Million0.05% of portfolio