Carolina Wealth Advisors, LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Carolina Wealth Advisors, LLC
- $213 Million
- Q4 2025
A detailed history of Carolina Wealth Advisors, LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 79,581 shares of BKLC stock, worth $10.3 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
79,581
Previous 77,182
3.11%
Holding current value
$10.3 Million
Previous $9.91 Million
3.57%
% of portfolio
4.81%
Previous 4.49%
Shares
3 transactions
Others Institutions Holding BKLC
# of Institutions
134Shares Held
24.1MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.4MShares$1.73 Billion43.91% of portfolio
-
Integrated Wealth Concepts LLC2.57MShares$332 Million3.26% of portfolio
-
Main Management Fund Advisors LLC San Francisco, CA998KShares$129 Million12.42% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA966KShares$125 Million21.2% of portfolio
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Stadion Money Management, LLC Watkinsville, GA702KShares$90.5 Million7.24% of portfolio