Lyell Wealth Management, LP Bny Mellon ETF Tr Us Small Cap Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	BUY	$80.33 - $89.89 $722 - $809	9 Added 0.3%	3,031 $246,000
Q2 2023 Aug 04, 2023	SELL	$77.65 - $85.62 $29,895 - $32,963	-385 Reduced 11.3%	3,022 $258,000
Q1 2023 May 03, 2023	BUY	$77.22 - $88.89 $926 - $1,066	12 Added 0.35%	3,407 $276,000
Q4 2022 Jan 24, 2023	SELL	$72.83 - $83.15 $49,524 - $56,542	-680 Reduced 16.69%	3,395 $0
Q3 2022 Oct 24, 2022	SELL	$72.29 - $87.7 $14,747 - $17,890	-204 Reduced 4.77%	4,075 $295,000
Q2 2022 Jul 28, 2022	BUY	$72.75 - $91.09 $1,018 - $1,275	14 Added 0.33%	4,279 $322,000
Q1 2022 May 04, 2022	BUY	$84.57 - $97.64 $1,268 - $1,464	15 Added 0.35%	4,265 $386,000
Q4 2021 Feb 08, 2022	BUY	$91.82 - $103.02 $390,235 - $437,835	4,250 New	4,250 $412,000

Others Institutions Holding BKSE

# of Institutions

16

Shares Held

727K

Call Options Held

0

Put Options Held

0

About BNY MELLON ETF TR US SMALL CAP

Ticker BKSE
Sector ETFs
Industry ETFs

More about BKSE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.