Number of Shares
17,361.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.2%
Total Estimate Gain
$291,808.59
% of Total Estimate Gain
5.92%

Archford Capital Strategies, LLC's Bank of New York Mellon Corp Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 17,361.00 shares of Bank of New York Mellon Corp(BK), totaling $1.58 Mil. This investment constitutes 0.2% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding Bank of New York Mellon Corp(BK) stock.

The initial trade took place in 2018Q2. And since then Archford Capital Strategies, LLC has made 19 purchases of BK, at an average price of $72.76, for a total of 67,755.00 shares. In addition, there have been 9 sales at an average price of $69.54 for 50,394.00 shares. Based on historical transaction data and BK's current price of $98.89, Archford Capital Strategies, LLC's estimated gain on his BK holdings is $291,808.59, reflecting a 5.92% gain to date.

Archford Capital Strategies, LLC BK ($98.89) Holding Chart

Archford Capital Strategies, LLC BK ($98.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1