Catalyst Wealth Management, LLC Bny Mellon ETF Tr Concentrated Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Bny Mellon ETF Tr Concentrated stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 7,204 shares of BKCI stock, worth $381,595. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,204
Previous 8,228
12.45%
Holding current value
$381,595
Previous $339 Million
0.98%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding BKCI
# of Institutions
22Shares Held
2.39MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.08MShares$57.2 Million0.89% of portfolio
-
Harbor Group, Inc.637KShares$33.7 Million8.28% of portfolio
-
Weil Company, Inc.271KShares$14.4 Million5.46% of portfolio
-
Orion Portfolio Solutions, LLC171KShares$9.03 Million0.1% of portfolio
-
Kestra Advisory Services, LLC63.3KShares$3.35 Million0.02% of portfolio