Concurrent Investment Advisors, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,918 shares of BKLC stock, worth $2.16 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,918
Previous 15,758
7.36%
Holding current value
$2.16 Million
Previous $1.68 Billion
19.59%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BKLC
# of Institutions
124Shares Held
22.2MCall Options Held
3.6KPut Options Held
100-
Rpoa Advisors, Inc. Plano, TX13.4MShares$1.72 Billion43.91% of portfolio
-
Integrated Wealth Concepts LLC2.43MShares$310 Million3.11% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA853KShares$109 Million18.31% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA728KShares$93.1 Million7.12% of portfolio
-
Toroso Investments, LLC Massapequa, NY554KShares$70.7 Million0.5% of portfolio