Wealth Forward, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
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 11,593 shares of BKLC stock, worth $1.29 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
11,593
Previous 11,912
2.68%
Holding current value
$1.29 Million
Previous $1.19 Billion
1.2%
% of portfolio
0.94%
Previous 0.94%
Shares
3 transactions
Others Institutions Holding BKLC
# of Institutions
72Shares Held
18.1MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.1MShares$1.45 Billion38.17% of portfolio
-
Integrated Wealth Concepts LLC1.78MShares$198 Million2.63% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA797KShares$88.3 Million17.29% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA743KShares$82.4 Million6.35% of portfolio
-
Gm Advisory Group, Inc. Melville, NY222KShares$24.6 Million1.49% of portfolio