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

Wealth Forward, LLC

  • $149 Billion
  • Q2 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 20,232 shares of BKLC stock, worth $2.47 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
20,232
Previous 20,248 0.08%
Holding current value
$2.47 Million
Previous $2.15 Billion 11.3%
% of portfolio
1.61%
Previous 1.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
114
Shares Held
21M
Call Options Held
3.6K
Put Options Held
100
View Full List

About BNY MELLON ETF TR US LARGE CAP

BKLC Quotes by TradingView
  • Ticker BKLC
  • Sector ETFs
  • Industry ETFs
More about BKLC
Track This Portfolio

Track Wealth Forward, LLC Portfolio

Follow Wealth Forward, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email