Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Wealth Forward, LLC
- $141 Billion
- Q1 2025
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 20,248 shares of BKLC stock, worth $2.14 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
20,248
Previous 20,126
0.61%
Holding current value
$2.14 Million
Previous $2.26 Billion
4.55%
% of portfolio
1.53%
Previous 1.59%
Shares
6 transactions
Others Institutions Holding BKLC
# of Institutions
104Shares Held
19.9MCall Options Held
3.3KPut Options Held
0-
Rpoa Advisors, Inc. Plano, TX13MShares$1.38 Billion37.73% of portfolio
-
Integrated Wealth Concepts LLC2.01MShares$213 Million2.77% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA836KShares$88.4 Million16.92% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA798KShares$84.4 Million7.05% of portfolio
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Gm Advisory Group, Inc. Melville, NY371KShares$39.3 Million2.33% of portfolio