True Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,000 shares of NEAR stock, worth $202,840. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$202,840
Previous $201,000
1.49%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding NEAR
# of Institutions
348Shares Held
38.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.38MShares$171 Million0.01% of portfolio
-
Bramshill Investments, LLC Naples, FL2.97MShares$150 Million16.79% of portfolio
-
Clearwater Capital Advisors, LLC2.41MShares$122 Million12.68% of portfolio
-
Morgan Stanley New York, NY2.34MShares$119 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$104 Million0.05% of portfolio