Integrated Wealth Concepts LLC BKLC Holdings History
Integrated Wealth Concepts LLC's BNY Mellon US Large Cap Core Equity ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 2.17 Mil shares of BNY Mellon US Large Cap Core Equity ETF(BKLC), totaling $230.94 Mil. This investment constitutes 2.69% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 8.94% of the outstanding BNY Mellon US Large Cap Core Equity ETF(BKLC) stock.
The initial trade took place in 2021Q2. And since then Integrated Wealth Concepts LLC has made 15 purchases of BKLC, at an average price of $89.88, for a total of 2.18 Mil shares. In addition, there have been 1 sales at an average price of $112.57 for 4,306.00 shares. Based on historical transaction data and BKLC's current price of $120.46, Integrated Wealth Concepts LLC's estimated gain on his BKLC holdings is $66.53 Mil, reflecting a 34.01% gain to date.
Integrated Wealth Concepts LLC BKLC ($120.46) Holding Chart
Integrated Wealth Concepts LLC BKLC ($120.46) 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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