Forbes Financial Planning, Inc. Blackrock Short Maturity Bond Transaction History

Forbes Financial Planning, Inc.

  • $136 Million
  • Q4 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 164,264 shares of NEAR stock, worth $8.33 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares
164,264
Previous 150,829 8.91%
Holding current value
$8.33 Million
Previous $7.73 Million 7.34%
% of portfolio
6.11%
Previous 5.57%

Shares

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

Feb 10, 2025
BUY
$50.28 - $51.08 $675,511 - $686,259
13,435 Added 8.91%
164,264 $8.3 Million
Q3 2024

Oct 29, 2024
BUY
$50.09 - $51.31 $666,447 - $682,679
13,305 Added 9.67%
150,829 $7.73 Million
Q2 2024

Jul 25, 2024
BUY
$49.93 - $50.33 $6.87 Million - $6.92 Million
137,524 New
137,524 $6.92 Million

Others Institutions Holding NEAR

# of Institutions
368
Shares Held
42.8M
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
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