Ever Source Wealth Advisors, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 195 shares of BKLC stock, worth $24,911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
195
Previous 195
-0.0%
Holding current value
$24,911
Previous $20,000
15.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BKLC
# of Institutions
125Shares 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