Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Bny Mellon ETF Tr Core Bond Et stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 212,775 shares of BKAG stock, worth $9.08 Million. This represents 9.38% of its overall portfolio holdings.

Number of Shares
212,775
Previous 180,892 17.63%
Holding current value
$9.08 Million
Previous $7.62 Billion 17.77%
% of portfolio
9.38%
Previous 8.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$41.2 - $42.29 $1.31 Million - $1.35 Million
31,883 Added 17.63%
212,775 $8.97 Billion
Q1 2025

May 02, 2025
BUY
$40.77 - $42.27 $4.25 Million - $4.41 Million
104,251 Added 136.03%
180,892 $7.62 Billion
Q4 2024

Jan 30, 2025
BUY
$41.16 - $43.15 $3.15 Million - $3.31 Million
76,641 New
76,641 $3.16 Billion

Others Institutions Holding BKAG

# of Institutions
75
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About BNY MELLON ETF TR CORE BOND ET

BKAG Quotes by TradingView
  • Ticker BKAG
  • Sector ETFs
  • Industry ETFs
More about BKAG
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC 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 Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email