Carolina Wealth Advisors, LLC Bny Mellon ETF Tr Core Bond Et Transaction History
Carolina Wealth Advisors, LLC
- $213 Million
- Q4 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 306,592 shares of BKAG stock, worth $13 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
306,592
Previous 310,417
1.23%
Holding current value
$13 Million
Previous $13.2 Million
1.58%
% of portfolio
6.1%
Previous 5.99%
Shares
3 transactions
Others Institutions Holding BKAG
# of Institutions
78Shares Held
42.2MCall 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