Trajan Wealth LLC Bny Mellon ETF Tr Us Large Cap Transaction History

Trajan Wealth LLC

$1.83 Trillion
Q1 2025

A detailed history of Trajan Wealth LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Trajan Wealth LLC holds 2,718 shares of BKLC stock, worth $330,019. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,718

Holding current value

$330,019

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$105.24 - $117.4 $286,042 - $319,093	2,718 New	2,718 $289 Million

Others Institutions Holding BKLC

# of Institutions

114

Shares Held

21M

Call Options Held

3.6K

Put Options Held

100

Rpoa Advisors, Inc. Plano, TX

12.7M
Shares

$1.55 Billion
40.19% of portfolio
Integrated Wealth Concepts LLC

2.17M
Shares

$264 Million
2.88% of portfolio
Sentinel Pension Advisors Inc Wakefield, MA

853K
Shares

$104 Million
18.31% of portfolio
Stadion Money Management, LLC Watkinsville, GA

778K
Shares

$94.5 Million
8.32% of portfolio
Toroso Investments, LLC Massapequa, NY

634K
Shares

$77 Million
0.65% of portfolio

View Full List

About BNY MELLON ETF TR US LARGE CAP

Ticker BKLC
Sector ETFs
Industry ETFs

More about BKLC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Trajan Wealth LLC with notifications on news.

Account