Wills Financial Group, Inc. Bny Mellon ETF Tr Us Large Cap Transaction History
Wills Financial Group, Inc.
- $214 Million
- Q4 2024
A detailed history of Wills Financial Group, Inc. transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Wills Financial Group, Inc. holds 2,001 shares of BKLC stock, worth $243,641. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,001
Previous 2,543
21.31%
Holding current value
$243,641
Previous $278,000
19.42%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding BKLC
# of Institutions
111Shares Held
20.8MCall Options Held
3.3KPut Options Held
0-
Rpoa Advisors, Inc. Plano, TX12.7MShares$1.55 Billion40.19% of portfolio
-
Integrated Wealth Concepts LLC2.17MShares$264 Million2.88% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA853KShares$104 Million18.31% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA778KShares$94.8 Million8.32% of portfolio
-
Toroso Investments, LLC Massapequa, NY634KShares$77.3 Million0.65% of portfolio