Carolina Wealth Advisors, LLC Bny Mellon ETF Tr Core Bond Et Transaction History
Carolina Wealth Advisors, LLC
- $221 Million
- Q3 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Bny Mellon ETF Tr Core Bond Et stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 310,417 shares of BKAG stock, worth $13.2 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
310,417
Previous 15,755
1870.28%
Holding current value
$13.2 Million
Previous $664,000
1891.42%
% of portfolio
5.99%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding BKAG
# of Institutions
77Shares Held
42MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX25.9MShares$1.1 Billion28.14% of portfolio
-
Bank Of America Corp Charlotte, NC2.28MShares$96.9 Million0.01% of portfolio
-
Total Investment Management Inc Scottsdale, AZ1.68MShares$71.4 Million11.58% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.36MShares$57.8 Million7.91% of portfolio
-
Tanager Wealth Management LLP1.2MShares$50.9 Million5.36% of portfolio