Wealth Enhancement Advisory Services, LLC Blackrock Short Maturity Bond Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 189,193 shares of NEAR stock, worth $9.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
189,193
Previous 214,609 11.84%
Holding current value
$9.63 Million
Previous $10.9 Million 11.43%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$50.41 - $51.17 $1.28 Million - $1.3 Million
-25,416 Reduced 11.84%
189,193 $9.67 Million
Q1 2025

Apr 16, 2025
SELL
$50.4 - $50.89 $243,684 - $246,053
-4,835 Reduced 2.2%
214,609 $10.9 Million
Q4 2024

Mar 17, 2025
BUY
$50.28 - $51.08 $8.75 Million - $8.89 Million
174,067 Added 383.6%
219,444 $11.1 Million
Q3 2024

Oct 23, 2024
BUY
$50.09 - $51.31 $65,417 - $67,010
1,306 Added 2.96%
45,377 $2.33 Million
Q2 2024

Jul 16, 2024
BUY
$49.93 - $50.33 $227,131 - $228,951
4,549 Added 11.51%
44,071 $2.22 Million
Q1 2024

Apr 15, 2024
SELL
$50.23 - $50.75 $942,917 - $952,679
-18,772 Reduced 32.2%
39,522 $1.99 Million
Q4 2023

Jan 30, 2024
BUY
$49.7 - $50.52 $208,342 - $211,779
4,192 Added 7.75%
58,294 $2.95 Million
Q3 2023

Nov 13, 2023
BUY
$49.55 - $49.89 $2.68 Million - $2.7 Million
54,102 New
54,102 $2.7 Million

Others Institutions Holding NEAR

# of Institutions
397
Shares Held
47.1M
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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email