Tci Wealth Advisors, Inc. Blackrock Short Maturity Bond Transaction History

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 11,821 shares of NEAR stock, worth $600,625. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,821
Previous 11,734 0.74%
Holding current value
$600,625
Previous $592,000 1.52%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 21, 2025
BUY
$50.4 - $50.89 $4,384 - $4,427
87 Added 0.74%
11,821 $601,000
Q2 2024

Jul 30, 2024
SELL
$49.93 - $50.33 $457,558 - $461,224
-9,164 Reduced 43.85%
11,734 $590,000
Q1 2024

May 07, 2024
BUY
$50.23 - $50.75 $13,612 - $13,753
271 Added 1.31%
20,898 $1.05 Million
Q3 2023

Oct 31, 2023
BUY
$49.55 - $49.89 $8,671 - $8,730
175 Added 0.86%
20,627 $1.03 Million
Q2 2023

Aug 04, 2023
BUY
$49.48 - $49.72 $1.01 Million - $1.02 Million
20,452 New
20,452 $1.02 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-2,387 Closed
0 $0
Q1 2019

Apr 11, 2019
BUY
N/A
2,387 New
2,387 $120,000

Others Institutions Holding NEAR

# of Institutions
395
Shares Held
47.2M
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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email