Jeppson Wealth Management, LLC Bank Of New York Mellon Corp Transaction History
Jeppson Wealth Management, LLC
- $279 Million
- Q3 2024
A detailed history of Jeppson Wealth Management, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 8,618 shares of BK stock, worth $674,703. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,618
Previous 8,618
-0.0%
Holding current value
$674,703
Previous $516,000
19.96%
% of portfolio
0.22%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding BK
# of Institutions
1,417Shares Held
586MCall Options Held
3.13MPut Options Held
1.92M-
Vanguard Group Inc Valley Forge, PA72.3MShares$5.66 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY63.9MShares$5 Billion0.09% of portfolio
-
Dodge & Cox San Francisco, CA48.5MShares$3.8 Billion2.11% of portfolio
-
State Street Corp Boston, MA33.3MShares$2.61 Billion0.1% of portfolio
-
Geode Capital Management, LLC Boston, MA17.7MShares$1.39 Billion0.1% of portfolio
About Bank of New York Mellon Corp
- Ticker BK
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 808,280,000
- Market Cap $63.3B
- Description
- The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...