Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 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 180,892 shares of BKAG stock, worth $7.63 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
180,892
Previous 76,641
136.03%
Holding current value
$7.63 Million
Previous $3.16 Billion
141.24%
% of portfolio
8.64%
Previous 6.67%
Shares
2 transactions
Others Institutions Holding BKAG
# of Institutions
68Shares Held
40MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX27.2MShares$1.15 Billion31.13% of portfolio
-
Total Investment Management Inc Scottsdale, AZ1.56MShares$65.7 Million9.06% of portfolio
-
Integrated Wealth Concepts LLC1.27MShares$53.7 Million0.64% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$52.1 Million0.0% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA1.13MShares$47.7 Million3.67% of portfolio