Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Transaction History

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Bny Mellon ETF Tr Core Bond Et stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 227,305 shares of BKAG stock, worth $9.65 Million. This represents 8.87% of its overall portfolio holdings.

Number of Shares
227,305
Previous 212,775 6.83%
Holding current value
$9.65 Million
Previous $8.97 Billion 7.89%
% of portfolio
8.87%
Previous 9.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$41.55 - $42.82 $603,721 - $622,174
14,530 Added 6.83%
227,305 $9.68 Billion
Q2 2025

Aug 05, 2025
BUY
$41.2 - $42.29 $1.31 Million - $1.35 Million
31,883 Added 17.63%
212,775 $8.97 Billion
Q1 2025

May 02, 2025
BUY
$40.77 - $42.27 $4.25 Million - $4.41 Million
104,251 Added 136.03%
180,892 $7.62 Billion
Q4 2024

Jan 30, 2025
BUY
$41.16 - $43.15 $3.15 Million - $3.31 Million
76,641 New
76,641 $3.16 Billion

Others Institutions Holding BKAG

# of Institutions
77
Shares Held
42M
Call Options Held
0
Put Options Held
0
View Full List

About BNY MELLON ETF TR CORE BOND ET

BKAG Quotes by TradingView
  • Ticker BKAG
  • Sector ETFs
  • Industry ETFs
More about BKAG
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