Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
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 76,641 shares of BKAG stock, worth $3.23 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
76,641Holding current value
$3.23 Million% of portfolio
6.67%Shares
1 transactions
Others Institutions Holding BKAG
# of Institutions
67Shares Held
39.9MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX27.2MShares$1.15 Billion31.13% of portfolio
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Total Investment Management Inc Scottsdale, AZ1.56MShares$65.7 Million9.06% of portfolio
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Integrated Wealth Concepts LLC1.27MShares$53.7 Million0.64% of portfolio
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Bank Of America Corp Charlotte, NC1.24MShares$52.1 Million0.0% of portfolio
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Stadion Money Management, LLC Watkinsville, GA1.13MShares$47.7 Million3.67% of portfolio