Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History

Wealth Forward, LLC

$172 Billion
Q3 2025

A detailed history of Wealth Forward, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Wealth Forward, LLC holds 35,402 shares of BKLC stock, worth $4.57 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

35,402

Previous 20,232 74.98%

Holding current value

$4.57 Million

Previous $2.4 Billion 89.69%

% of portfolio

2.64%

Previous 1.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$118.33 - $128.54 $1.8 Million - $1.95 Million	15,170 Added 74.98%	35,402 $4.54 Billion
Q2 2025 Aug 07, 2025	SELL	$94.74 - $118.43 $1,515 - $1,894	-16 Reduced 0.08%	20,232 $2.4 Billion
Q1 2025 May 07, 2025	BUY	$105.24 - $117.4 $12,839 - $14,322	122 Added 0.61%	20,248 $2.15 Billion
Q4 2024 Jan 22, 2025	BUY	$108.0 - $116.52 $375,192 - $404,790	3,474 Added 20.86%	20,126 $2.26 Billion
Q3 2024 Oct 28, 2024	BUY	$98.24 - $109.56 $496,996 - $554,264	5,059 Added 43.64%	16,652 $1.82 Billion

Q2 2024 Jul 19, 2024	SELL	$94.13 - $104.18 $30,027 - $33,233	-319 Reduced 2.68%	11,593 $1.2 Billion
Q1 2024 May 07, 2024	BUY	$88.72 - $99.82 $13,041 - $14,673	147 Added 1.25%	11,912 $1.19 Billion
Q4 2023 Feb 21, 2024	BUY	$77.72 - $90.8 $914,375 - $1.07 Million	11,765 New	11,765 $1.06 Billion

Others Institutions Holding BKLC

# of Institutions

128

Shares Held

23.8M

Call Options Held

Put Options Held

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About BNY MELLON ETF TR US LARGE CAP

Ticker BKLC
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Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History