Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Wealth Forward, LLC
- $143 Billion
- Q3 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 16,652 shares of BKLC stock, worth $1.81 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
16,652
Previous 11,593
43.64%
Holding current value
$1.81 Million
Previous $1.2 Billion
51.64%
% of portfolio
1.28%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding BKLC
# of Institutions
72Shares Held
18.1MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.1MShares$1.43 Billion38.17% of portfolio
-
Integrated Wealth Concepts LLC1.78MShares$194 Million2.63% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA797KShares$86.7 Million17.29% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA743KShares$80.8 Million6.35% of portfolio
-
Gm Advisory Group, Inc. Melville, NY222KShares$24.1 Million1.49% of portfolio