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 $8.94 Million. This represents 9.38% of its overall portfolio holdings.
Number of Shares
212,775
Previous 180,892
17.63%
Holding current value
$8.94 Million
Previous $7.62 Billion
17.77%
% of portfolio
9.38%
Previous 8.64%
Shares
3 transactions
Others Institutions Holding BKAG
# of Institutions
70Shares Held
41.3MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX25.7MShares$1.08 Billion28.91% of portfolio
-
Bank Of America Corp Charlotte, NC2.49MShares$105 Million0.01% of portfolio
-
Total Investment Management Inc Scottsdale, AZ1.65MShares$69.4 Million9.14% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.63MShares$68.6 Million9.2% of portfolio
-
Integrated Wealth Concepts LLC1.29MShares$54.3 Million0.68% of portfolio