Lord & Richards Wealth Management, LLC Bny Mellon ETF Tr Core Bond Et Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
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 76,641 shares of BKAG stock, worth $3.22 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
76,641Holding current value
$3.22 Million% of portfolio
6.67%Shares
1 transactions
Others Institutions Holding BKAG
# of Institutions
66Shares Held
40.6MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX27.7MShares$1.17 Billion30.89% of portfolio
-
Total Investment Management Inc Scottsdale, AZ1.56MShares$65.5 Million9.06% of portfolio
-
Brookstone Capital Management1.44MShares$60.4 Million0.99% of portfolio
-
Integrated Wealth Concepts LLC1.27MShares$53.6 Million0.64% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$51.9 Million0.0% of portfolio