Woodard & CO Asset Management Group Inc Bny Mellon ETF Tr Us Large Cap Transaction History

Woodard & CO Asset Management Group Inc

$414 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$94.13 - $104.18 $279,848 - $309,727	2,973 New	2,973 $308,000

Others Institutions Holding BKLC

# of Institutions

77

Shares Held

18.7M

Call Options Held

0

Put Options Held

0

Rpoa Advisors, Inc. Plano, TX

13M
Shares

$1.5 Billion
39.24% of portfolio
Integrated Wealth Concepts LLC

2.02M
Shares

$234 Million
2.82% of portfolio
Sentinel Pension Advisors Inc Wakefield, MA

818K
Shares

$94.7 Million
17.53% of portfolio
Stadion Money Management, LLC Watkinsville, GA

771K
Shares

$89.4 Million
6.42% of portfolio
Northwestern Mutual Wealth Management CO

255K
Shares

$29.5 Million
0.02% of portfolio

About BNY MELLON ETF TR US LARGE CAP

Ticker BKLC
Sector ETFs
Industry ETFs

More about BKLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Woodard & CO Asset Management Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Woodard & CO Asset Management Group Inc with notifications on news.