True Wealth Advisors, LLC Blackrock Short Maturity Bond Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 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 $202,960. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$202,960
Previous $204,000
0.98%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding NEAR
# of Institutions
368Shares Held
42.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.34MShares$170 Million0.01% of portfolio
-
Bramshill Investments, LLC Naples, FL3.22MShares$164 Million25.82% of portfolio
-
Morgan Stanley New York, NY2.87MShares$146 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.55MShares$129 Million13.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.19MShares$111 Million0.05% of portfolio