Private Trust CO Na Bny Mellon ETF Tr Us Large Cap Transaction History
Private Trust CO Na
- $964 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding BKLC
# of Institutions
74Shares Held
18.7MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.1MShares$1.52 Billion38.17% of portfolio
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Integrated Wealth Concepts LLC2.02MShares$234 Million2.82% of portfolio
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Sentinel Pension Advisors Inc Wakefield, MA797KShares$92.2 Million17.29% of portfolio
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Stadion Money Management, LLC Watkinsville, GA771KShares$89.3 Million6.42% of portfolio
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Northwestern Mutual Wealth Management CO255KShares$29.5 Million0.02% of portfolio