True Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 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 $201,240. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$201,240
Previous $202,000 0.5%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
BUY
$49.7 - $50.52 $198,800 - $202,080
4,000 New
4,000 $202,000
Q2 2022

Jul 27, 2022
SELL
N/A
-4,090 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
4,090 New
4,090 $204,000
Q1 2022

May 04, 2022
SELL
N/A
-4,090 Closed
0 $0
Q4 2020

Jan 25, 2021
BUY
N/A
4,090 New
4,090 $205,000

Others Institutions Holding NEAR

# of Institutions
349
Shares Held
40.6M
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 True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC 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 True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email