Number of Shares
149,778.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
2.78%
Total Estimate Gain
$119,864.40
% of Total Estimate Gain
1.59%

PROATHLETE WEALTH MANAGEMENT LLC's iShares Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, PROATHLETE WEALTH MANAGEMENT LLC held 149,778.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $7.62 Mil. This investment constitutes 2.78% of their stock portfolio, and PROATHLETE WEALTH MANAGEMENT LLC now holds 0.24% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.

The initial trade took place in 2023Q4. And since then PROATHLETE WEALTH MANAGEMENT LLC has made 5 purchases of NEAR, at an average price of $50.25, for a total of 149,778.00 shares. Based on historical transaction data and NEAR's current price of $51.06, PROATHLETE WEALTH MANAGEMENT LLC's estimated gain on his NEAR holdings is $119,864.40, reflecting a 1.59% gain to date.

PROATHLETE WEALTH MANAGEMENT LLC NEAR ($51.06) Holding Chart

PROATHLETE WEALTH MANAGEMENT LLC NEAR ($51.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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