Principle Wealth Partners LLC BKDV Holdings History
Principle Wealth Partners LLC's BNY Mellon Dynamic Value ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 911,018.00 shares of BNY Mellon Dynamic Value ETF(BKDV), totaling $23.04 Mil. This investment constitutes 1.65% of their stock portfolio, and Principle Wealth Partners LLC now holds 7.64% of the outstanding BNY Mellon Dynamic Value ETF(BKDV) stock.
The initial trade took place in 2025Q1. And since then Principle Wealth Partners LLC has made 1 purchases of BKDV, at an average price of $25.53, for a total of 911,018.00 shares. Based on historical transaction data and BKDV's current price of $26.87, Principle Wealth Partners LLC's estimated gain on his BKDV holdings is $1.22 Mil, reflecting a 5.25% gain to date.
Principle Wealth Partners LLC BKDV ($26.87) Holding Chart
Principle Wealth Partners LLC BKDV ($26.87) 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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