JDM Financial Group LLC BKLC Holdings History
JDM Financial Group LLC's BNY Mellon US Large Cap Core Equity ETF Holding Summary
As of 2025-03-31, JDM Financial Group LLC held 213,344.00 shares of BNY Mellon US Large Cap Core Equity ETF(BKLC), totaling $22.68 Mil. This investment constitutes 11.51% of their stock portfolio, and JDM Financial Group LLC now holds 0.88% of the outstanding BNY Mellon US Large Cap Core Equity ETF(BKLC) stock.
The initial trade took place in 2024Q2. And since then JDM Financial Group LLC has made 4 purchases of BKLC, at an average price of $106.13, for a total of 213,344.00 shares. Based on historical transaction data and BKLC's current price of $116.76, JDM Financial Group LLC's estimated gain on his BKLC holdings is $2.27 Mil, reflecting a 10.01% gain to date.
JDM Financial Group LLC BKLC ($116.76) Holding Chart
JDM Financial Group LLC BKLC ($116.76) 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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