Integrated Wealth Concepts LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,172,107 shares of BKLC stock, worth $264 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
2,172,107
Previous 2,014,177
7.84%
Holding current value
$264 Million
Previous $226 Million
2.32%
% of portfolio
2.88%
Previous 2.77%
Shares
17 transactions
Others Institutions Holding BKLC
# of Institutions
114Shares Held
21MCall Options Held
3.6KPut Options Held
100-
Rpoa Advisors, Inc. Plano, TX12.7MShares$1.55 Billion40.19% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA853KShares$104 Million18.31% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA778KShares$94.5 Million8.32% of portfolio
-
Toroso Investments, LLC Massapequa, NY634KShares$77 Million0.65% of portfolio
-
Gm Advisory Group, Inc. Melville, NY418KShares$50.7 Million2.43% of portfolio