Caliber Wealth Management, LLC / Ks Blackrock Short Maturity Bond Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 89,796 shares of NEAR stock, worth $4.59 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
89,796
Previous 90,742
1.04%
Holding current value
$4.59 Million
Previous $4.64 Billion
0.69%
% of portfolio
0.51%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding NEAR
# of Institutions
416Shares Held
50.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.52MShares$180 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.4MShares$174 Million0.01% of portfolio
-
Clearwater Capital Advisors, LLC2.8MShares$143 Million13.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$143 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.7MShares$138 Million0.03% of portfolio