Summit Wealth Partners, LLC Blackrock Short Maturity Bond Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 10,537 shares of NEAR stock, worth $539,389. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,537
Previous 10,514
0.22%
Holding current value
$539,389
Previous $531 Million
0.04%
% of portfolio
0.11%
Previous 0.11%
Shares
19 transactions
Others Institutions Holding NEAR
# of Institutions
344Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.46MShares$177 Million0.02% of portfolio
-
Bramshill Investments, LLC Naples, FL2.69MShares$138 Million14.88% of portfolio
-
Clearwater Capital Advisors, LLC2.34MShares$120 Million13.12% of portfolio
-
Morgan Stanley New York, NY2.19MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$98.5 Million0.05% of portfolio