Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Wealth Forward, LLC
- $142 Billion
- Q4 2024
A detailed history of Wealth Forward, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Wealth Forward, LLC holds 20,126 shares of BKLC stock, worth $2.32 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
20,126
Previous 16,652
20.86%
Holding current value
$2.32 Million
Previous $1.82 Billion
23.62%
% of portfolio
1.59%
Previous 1.28%
Shares
5 transactions
Others Institutions Holding BKLC
# of Institutions
82Shares Held
18.8MCall Options Held
800Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13MShares$1.49 Billion39.24% of portfolio
-
Integrated Wealth Concepts LLC2.02MShares$233 Million2.82% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA818KShares$94.3 Million17.53% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA771KShares$88.9 Million6.42% of portfolio
-
Northwestern Mutual Wealth Management CO255KShares$29.4 Million0.02% of portfolio