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

Balance Wealth, LLC

$405 Billion
Q3 2025

A detailed history of Balance Wealth, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Balance Wealth, LLC holds 2,108 shares of BKLC stock, worth $271,847. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,108

Holding current value

$271,847

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$118.33 - $128.54 $249,439 - $270,962	2,108 New	2,108 $271 Million

Others Institutions Holding BKLC

# of Institutions

126

Shares Held

23.8M

Call Options Held

Put Options Held

Rpoa Advisors, Inc. Plano, TX

13.4M
Shares

$1.73 Billion
43.91% of portfolio
Integrated Wealth Concepts LLC

2.57M
Shares

$332 Million
3.26% of portfolio
Main Management Fund Advisors LLC San Francisco, CA

998K
Shares

$129 Million
12.42% of portfolio
Sentinel Pension Advisors Inc Wakefield, MA

852K
Shares

$110 Million
18.91% of portfolio
Stadion Money Management, LLC Watkinsville, GA

702K
Shares

$90.5 Million
7.24% of portfolio

View Full List

About BNY MELLON ETF TR US LARGE CAP

Ticker BKLC
Sector ETFs
Industry ETFs

More about BKLC

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