A detailed history of Pinnacle Wealth Management, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 5,617 shares of BKLC stock, worth $592,705. This represents 0.59% of its overall portfolio holdings.

Number of Shares
5,617
Previous 5,603 0.25%
Holding current value
$592,705
Previous $506,000 10.67%
% of portfolio
0.59%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$88.72 - $99.82 $1,242 - $1,397
14 Added 0.25%
5,617 $560,000
Q4 2023

Jan 23, 2024

SELL
$77.72 - $90.8 $501,060 - $585,387
-6,447 Reduced 53.5%
5,603 $506,000
Q3 2023

Oct 19, 2023

SELL
$80.72 - $85.8 $55,212 - $58,687
-684 Reduced 5.37%
12,050 $976,000
Q2 2023

Aug 10, 2023

BUY
$75.2 - $83.36 $957,596 - $1.06 Million
12,734 New
12,734 $1.06 Million

Others Institutions Holding BKLC

About BNY MELLON ETF TR US LARGE CAP


  • Ticker BKLC
  • Sector ETFs
  • Industry ETFs
More about BKLC
Track This Portfolio

Track Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.