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

Wescott Financial Advisory Group, LLC

$862 Million
Q4 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 44,892 shares of NEAR stock, worth $2.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

44,892

Previous 38,639 16.18%

Holding current value

$2.27 Million

Previous $1.98 Million 14.55%

% of portfolio

0.26%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$50.28 - $51.08 $314,400 - $319,403	6,253 Added 16.18%	44,892 $2.27 Million
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

365

Shares Held

42.9M

Call Options Held

Put Options Held

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