Shared Vision Wealth Group LLC Blackrock Short Maturity Bond Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,489 shares of NEAR stock, worth $280,707. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,489
Previous 5,453
0.66%
Holding current value
$280,707
Previous $278 Million
1.19%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
416Shares Held
50.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.52MShares$180 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.4MShares$174 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.8MShares$143 Million13.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$143 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$138 Million0.03% of portfolio