Lord & Richards Wealth Management, LLC BKAG Holdings History
Lord & Richards Wealth Management, LLC's BNY Mellon Core Bond ETF Holding Summary
As of 2025-03-31, Lord & Richards Wealth Management, LLC held 180,892.00 shares of BNY Mellon Core Bond ETF(BKAG), totaling $7.62 Mil. This investment constitutes 8.64% of their stock portfolio, and Lord & Richards Wealth Management, LLC now holds 0.4% of the outstanding BNY Mellon Core Bond ETF(BKAG) stock.
The initial trade took place in 2024Q4. And since then Lord & Richards Wealth Management, LLC has made 1 purchases of BKAG, at an average price of $41.75, for a total of 180,892.00 shares. Based on historical transaction data and BKAG's current price of $41.83, Lord & Richards Wealth Management, LLC's estimated gain on his BKAG holdings is $13,738.30, reflecting a 0.18% gain to date.
Lord & Richards Wealth Management, LLC BKAG ($41.83) Holding Chart
Lord & Richards Wealth Management, LLC BKAG ($41.83) 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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