Socha Financial Group, LLC NEAR Holdings History
Socha Financial Group, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Socha Financial Group, LLC held 30,057.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $1.53 Mil. This investment constitutes 0.75% of their stock portfolio, and Socha Financial Group, LLC now holds 0.05% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2024Q4. And since then Socha Financial Group, LLC has made 2 purchases of NEAR, at an average price of $50.68, for a total of 30,057.00 shares. Based on historical transaction data and NEAR's current price of $50.95, Socha Financial Group, LLC's estimated gain on his NEAR holdings is $7,977.21, reflecting a 0.52% gain to date.
Socha Financial Group, LLC NEAR ($50.95) Holding Chart
Socha Financial Group, LLC NEAR ($50.95) 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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