Wescott Financial Advisory Group, LLC Blackrock Short Maturity Bond Transaction History

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 38,639 shares of NEAR stock, worth $1.95 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
38,639
Previous 34,032 13.54%
Holding current value
$1.95 Million
Previous $1.71 Million 15.6%
% of portfolio
0.24%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.09 - $51.31 $230,764 - $236,385
4,607 Added 13.54%
38,639 $1.98 Million
Q2 2024

Aug 14, 2024
BUY
$49.93 - $50.33 $178,349 - $179,778
3,572 Added 11.73%
34,032 $1.71 Million
Q1 2024

May 13, 2024
BUY
$50.23 - $50.75 $1.11 Million - $1.12 Million
22,030 Added 261.33%
30,460 $1.54 Million
Q4 2023

Feb 13, 2024
BUY
$49.7 - $50.52 $418,971 - $425,883
8,430 New
8,430 $425,000
Q4 2022

Feb 06, 2023
BUY
$49.01 - $49.3 $984,169 - $989,993
20,081 New
20,081 $989,000

Others Institutions Holding NEAR

# of Institutions
344
Shares Held
38.7M
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 Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email