Summit Financial, LLC Blackrock Short Maturity Bond Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Summit Financial, LLC holds 360,560 shares of NEAR stock, worth $18.4 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
360,560
Previous 709,707
49.2%
Holding current value
$18.4 Million
Previous $36.3 Million
49.02%
% of portfolio
0.31%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding NEAR
# of Institutions
416Shares Held
50.8MCall 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