Insight Wealth Strategies, LLC BKGI Holdings History
Insight Wealth Strategies, LLC's BNY Mellon Global Infrastructure Income ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 238,154.00 shares of BNY Mellon Global Infrastructure Income ETF(BKGI), totaling $9.24 Mil. This investment constitutes 1.17% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 4.86% of the outstanding BNY Mellon Global Infrastructure Income ETF(BKGI) stock.
The initial trade took place in 2025Q2. And since then Insight Wealth Strategies, LLC has made 1 purchases of BKGI, at an average price of $36.49, for a total of 238,154.00 shares. Based on historical transaction data and BKGI's current price of $38.55, Insight Wealth Strategies, LLC's estimated gain on his BKGI holdings is $490,597.24, reflecting a 5.65% gain to date.
Insight Wealth Strategies, LLC BKGI ($38.55) Holding Chart
Insight Wealth Strategies, LLC BKGI ($38.55) 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 % | |||
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