A detailed history of Herold Advisors, Inc. transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Herold Advisors, Inc. holds 11,855 shares of BKLC stock, worth $1.24 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
11,855
Previous 6,715 76.55%
Holding current value
$1.24 Million
Previous $670,000 83.58%
% of portfolio
0.29%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$94.13 - $104.18 $483,828 - $535,485
5,140 Added 76.55%
11,855 $1.23 Million
Q1 2023

Apr 19, 2023

SELL
$69.41 - $76.3 $120,079 - $131,999
-1,730 Reduced 20.49%
6,715 $511,000
Q4 2022

Feb 14, 2023

SELL
$68.69 - $74.92 $24,041 - $26,222
-350 Reduced 3.98%
8,445 $591,000
Q1 2022

May 09, 2022

SELL
$77.31 - $90.2 $37,108 - $43,296
-480 Reduced 5.18%
8,795 $746,000
Q4 2021

Jan 20, 2022

SELL
$80.85 - $90.5 $6,468 - $7,240
-80 Reduced 0.86%
9,275 $831,000
Q3 2021

Nov 03, 2021

BUY
$80.74 - $85.91 $755,322 - $803,688
9,355 New
9,355 $763,000

Others Institutions Holding BKLC

About BNY MELLON ETF TR US LARGE CAP


  • Ticker BKLC
  • Sector ETFs
  • Industry ETFs
More about BKLC
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.