Compass Wealth Management LLC Bny Mellon ETF Tr Us Large Cap Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 2024

A detailed history of Compass Wealth Management LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,240 shares of BKLC stock, worth $143,629. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,240
Previous 1,431 13.35%
Holding current value
$143,629
Previous $157 Million 11.41%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$108.0 - $116.52 $20,628 - $22,255
-191 Reduced 13.35%
1,240 $139 Million
Q3 2024

Oct 16, 2024
BUY
$98.24 - $109.56 $392 - $438
4 Added 0.28%
1,431 $157 Million
Q2 2024

Jul 16, 2024
BUY
$94.13 - $104.18 $470 - $520
5 Added 0.35%
1,427 $148 Million
Q1 2024

Apr 05, 2024
SELL
$88.72 - $99.82 $43,738 - $49,211
-493 Reduced 25.74%
1,422 $142 Million
Q4 2023

Jan 04, 2024
BUY
$77.72 - $90.8 $148,833 - $173,882
1,915 New
1,915 $173 Million

Others Institutions Holding BKLC

# of Institutions
77
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About BNY MELLON ETF TR US LARGE CAP

BKLC Quotes by TradingView
  • Ticker BKLC
  • Sector ETFs
  • Industry ETFs
More about BKLC
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