Principia Wealth Advisory, LLC Bank Of New York Mellon Corp Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 33 shares of BK stock, worth $3,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 26
26.92%
Holding current value
$3,645
Previous $2.06 Million
45.76%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding BK
# of Institutions
1,850Shares Held
572MCall Options Held
2.93MPut Options Held
2.7M-
Vanguard Group Inc Valley Forge, PA70.7MShares$7.81 Billion0.12% of portfolio
-
Black Rock Inc. New York, NY63.9MShares$7.06 Billion0.09% of portfolio
-
Dodge & Cox San Francisco, CA34.8MShares$3.85 Billion2.19% of portfolio
-
State Street Corp Boston, MA32.5MShares$3.59 Billion0.13% of portfolio
-
Geode Capital Management, LLC Boston, MA18.8MShares$2.08 Billion0.14% of portfolio
About Bank of New York Mellon Corp
- Ticker BK
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 808,280,000
- Market Cap $89.3B
- Description
- The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...