Surevest, LLC Blackrock Short Maturity Bond Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
Shares
1 transactions
Others Institutions Holding NEAR
# of Institutions
416Shares Held
50.8MCall 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
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Clearwater Capital Advisors, LLC2.8MShares$143 Million13.44% of portfolio
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Lpl Financial LLC Fort Mill, SC2.8MShares$143 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA2.7MShares$138 Million0.03% of portfolio