Summit Financial, LLC NEAR Holdings History
Summit Financial, LLC's iShares Short Duration Bond Active ETF Holding Summary
As of 2025-03-31, Summit Financial, LLC held 718,511.00 shares of iShares Short Duration Bond Active ETF(NEAR), totaling $36.55 Mil. This investment constitutes 1.02% of their stock portfolio, and Summit Financial, LLC now holds 1.12% of the outstanding iShares Short Duration Bond Active ETF(NEAR) stock.
The initial trade took place in 2025Q1. And since then Summit Financial, LLC has made 1 purchases of NEAR, at an average price of $50.66, for a total of 718,511.00 shares. Based on historical transaction data and NEAR's current price of $50.83, Summit Financial, LLC's estimated gain on his NEAR holdings is $122,146.87, reflecting a 0.34% gain to date.
Summit Financial, LLC NEAR ($50.83) Holding Chart
Summit Financial, LLC NEAR ($50.83) 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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