Concord Wealth Partners Bny Mellon ETF Tr Us Large Cap Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Concord Wealth Partners holds 44 shares of BKLC stock, worth $4,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,655

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$105.24 - $117.4 $4,630 - $5,165	44 New	44 $4,000

Others Institutions Holding BKLC

# of Institutions

Shares Held

19.6M

Call Options Held

800

Put Options Held

Rpoa Advisors, Inc. Plano, TX

13M
Shares

$1.38 Billion
37.73% of portfolio
Integrated Wealth Concepts LLC

2.01M
Shares

$213 Million
2.77% of portfolio
Sentinel Pension Advisors Inc Wakefield, MA

836K
Shares

$88.4 Million
16.92% of portfolio
Stadion Money Management, LLC Watkinsville, GA

798K
Shares

$84.4 Million
7.05% of portfolio
Gm Advisory Group, Inc. Melville, NY

371K
Shares

$39.3 Million
2.33% of portfolio

View Full List

About BNY MELLON ETF TR US LARGE CAP

Ticker BKLC
Sector ETFs
Industry ETFs

More about BKLC

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Concord Wealth Partners Bny Mellon ETF Tr Us Large Cap Transaction History