Tl Private Wealth Blackrock Short Maturity Bond Transaction History

Tl Private Wealth

$204 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	N/A	-5,029 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	N/A	5,029 New	5,029 $253,000

Others Institutions Holding NEAR

# of Institutions

349

Shares Held

40.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.45M
Shares

$174 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.48M
Shares

$125 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

2.42M
Shares

$122 Million
14.54% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$89.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$87.5 Million
0.05% of portfolio

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