A detailed history of Wr Wealth Planners, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 172 shares of NEAR stock, worth $8,703. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 330 47.88%
Holding current value
$8,703
Previous $16,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

SELL
$50.28 - $51.08 $7,944 - $8,070
-158 Reduced 47.88%
172 $8,000
Q1 2024

Jul 31, 2024

BUY
$50.23 - $50.75 $16,575 - $16,747
330 New
330 $16,000

Others Institutions Holding NEAR

About BLACKROCK SHORT MATURITY BOND


  • Ticker NEAR
  • Sector ETFs
  • Industry ETFs
More about NEAR
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.