Integrated Wealth Concepts LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 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 2,427,445 shares of BKLC stock, worth $300 Million. This represents 3.11% of its overall portfolio holdings.
Number of Shares
2,427,445
Previous 2,172,107
11.76%
Holding current value
$300 Million
Previous $231 Million
24.48%
% of portfolio
3.11%
Previous 2.88%
Shares
18 transactions
Others Institutions Holding BKLC
# of Institutions
121Shares Held
21.4MCall Options Held
3.6KPut Options Held
100-
Rpoa Advisors, Inc. Plano, TX12.7MShares$1.57 Billion40.19% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA853KShares$105 Million18.31% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA728KShares$89.9 Million7.12% of portfolio
-
Toroso Investments, LLC Massapequa, NY554KShares$68.3 Million0.5% of portfolio
-
Gm Advisory Group, Inc. Melville, NY453KShares$55.9 Million2.73% of portfolio