Nfp Retirement, Inc. Bny Mellon ETF Tr Core Bond Et Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Feb 13, 2025	SELL	$41.04 - $43.51 $265,528 - $281,509	-6,470 Closed	0 $0
Q2 2024 Feb 13, 2025	SELL	$40.62 - $41.8 $31,642 - $32,562	-779 Reduced 10.75%	6,470 $268 Million
Q1 2024 Feb 13, 2025	BUY	$41.39 - $42.45 $49,088 - $50,345	1,186 Added 19.56%	7,249 $304 Million
Q4 2023 Feb 13, 2025	BUY	$39.26 - $42.65 $39,024 - $42,394	994 Added 19.61%	6,063 $258 Million
Q3 2023 Feb 13, 2025	BUY	$40.2 - $42.15 $203,773 - $213,658	5,069 New	5,069 $204 Million
Q2 2023 Feb 13, 2025	SELL	$41.72 - $43.1 $196,793 - $203,302	-4,717 Closed	0 $0
Q1 2023 Feb 13, 2025	BUY	$41.24 - $43.21 $194,529 - $203,821	4,717 New	4,717 $202 Million

Others Institutions Holding BKAG

# of Institutions

66

Shares Held

40.6M

Call Options Held

0

Put Options Held

0

Rpoa Advisors, Inc. Plano, TX

27.7M
Shares

$1.15 Billion
30.89% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.56M
Shares

$64.5 Million
9.06% of portfolio
Brookstone Capital Management

1.44M
Shares

$59.5 Million
0.99% of portfolio
Integrated Wealth Concepts LLC

1.27M
Shares

$52.7 Million
0.64% of portfolio
Bank Of America Corp Charlotte, NC

1.24M
Shares

$51.1 Million
0.0% of portfolio

About BNY MELLON ETF TR CORE BOND ET

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