Wealthgate Family Office, LLC Blackrock Short Maturity Bond Transaction History
Wealthgate Family Office, LLC
- $38.5 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding NEAR
# of Institutions
349Shares Held
40.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.45MShares$174 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.48MShares$126 Million0.01% of portfolio
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Bramshill Investments, LLC Naples, FL2.42MShares$122 Million14.54% of portfolio
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Wells Fargo & Company San Francisco, CA1.77MShares$89.7 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.74MShares$87.9 Million0.05% of portfolio