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

Wescott Financial Advisory Group, LLC

  • $763 Million
  • Q2 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 34,032 shares of NEAR stock, worth $1.75 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
34,032
Previous 30,460 11.73%
Holding current value
$1.75 Million
Previous $1.54 Million 11.39%
% of portfolio
0.22%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
345
Shares Held
40.1M
Call Options Held
0
Put Options Held
0
View Full List

About BLACKROCK SHORT MATURITY BOND

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