Pinnacle Wealth Management, LLC Bny Mellon ETF Tr Us Large Cap Transaction History

Pinnacle Wealth Management, LLC

  • $82.7 Million
  • Q3 2024

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 5,606 shares of BKLC stock, worth $635,384. This represents 0.74% of its overall portfolio holdings.

Number of Shares
5,606
Previous 5,818 3.64%
Holding current value
$635,384
Previous $603,000 1.82%
% of portfolio
0.74%
Previous 0.76%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$98.24 - $109.56 $20,826 - $23,226
-212 Reduced 3.64%
5,606 $614,000
Q2 2024

Jul 30, 2024
BUY
$94.13 - $104.18 $18,920 - $20,940
201 Added 3.58%
5,818 $603,000
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

# of Institutions
75
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About BNY MELLON ETF TR US LARGE CAP

BKLC Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email