A detailed history of Jfs Wealth Advisors, LLC transactions in Blackrock Short Maturity Bond stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,524 shares of NEAR stock, worth $278,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,524
Previous 5,553 0.52%
Holding current value
$278,243
Previous $279,000 1.43%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$50.09 - $51.31 $1,452 - $1,487
-29 Reduced 0.52%
5,524 $283,000
Q1 2024

Apr 30, 2024

SELL
$50.23 - $50.75 $273,602 - $276,435
-5,447 Reduced 49.52%
5,553 $280,000
Q1 2022

May 02, 2022

BUY
$49.51 - $49.96 $167,145 - $168,664
3,376 Added 44.28%
11,000 $545,000
Q3 2021

Nov 09, 2021

BUY
$50.12 - $50.16 $382,114 - $382,419
7,624 New
7,624 $382,000

Others Institutions Holding NEAR

About BLACKROCK SHORT MATURITY BOND


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

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, 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 Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.