A detailed history of True Wealth Design, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 733 shares of BK stock, worth $79,112. This represents 0.02% of its overall portfolio holdings.

Number of Shares
733
Previous 135 442.96%
Holding current value
$79,112
Previous $12.3 Million 549.33%
% of portfolio
0.02%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$90.65 - $109.75 $54,208 - $65,630
598 Added 442.96%
733 $79.9 Million
Q2 2025

Aug 06, 2025

BUY
$73.31 - $91.62 $2,199 - $2,748
30 Added 28.57%
135 $12.3 Million
Q1 2025

May 13, 2025

BUY
$75.42 - $88.95 $7,542 - $8,895
100 Added 2000.0%
105 $8.81 Million
Q4 2024

Feb 14, 2025

BUY
$70.82 - $81.87 $354 - $409
5 New
5 $385,000
Q1 2023

May 12, 2023

BUY
$42.58 - $51.92 $6,855 - $8,359
161 New
161 $7.32 Million

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $87.2B
  • 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,...
More about BK
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