Principia Wealth Advisory, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 13,521 shares of BKLC stock, worth $1.74 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
13,521Holding current value
$1.74 Million% of portfolio
1.36%Shares
1 transactions
Others Institutions Holding BKLC
# of Institutions
121Shares Held
21.4MCall Options Held
3.6KPut Options Held
100-
Rpoa Advisors, Inc. Plano, TX12.7MShares$1.63 Billion40.19% of portfolio
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Integrated Wealth Concepts LLC2.43MShares$312 Million3.11% of portfolio
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Sentinel Pension Advisors Inc Wakefield, MA853KShares$109 Million18.31% of portfolio
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Stadion Money Management, LLC Watkinsville, GA728KShares$93.5 Million7.12% of portfolio
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Toroso Investments, LLC Massapequa, NY554KShares$71.1 Million0.5% of portfolio