Wr Wealth Planners, LLC Blackrock Short Maturity Bond Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
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 $8,796. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 330
47.88%
Holding current value
$8,796
Previous $16,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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
-
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