Number of Shares
73,215.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
0.6%
Total Estimate Gain
$2,017.50
% of Total Estimate Gain
0.07%

SevenBridge Financial Group, LLC's BNY Mellon Core Bond ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 73,215.00 shares of BNY Mellon Core Bond ETF(BKAG), totaling $3.03 Mil. This investment constitutes 0.6% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.16% of the outstanding BNY Mellon Core Bond ETF(BKAG) stock.

The initial trade took place in 2024Q4. And since then SevenBridge Financial Group, LLC has made 2 purchases of BKAG, at an average price of $41.68, for a total of 73,215.00 shares. Based on historical transaction data and BKAG's current price of $41.71, SevenBridge Financial Group, LLC's estimated gain on his BKAG holdings is $2,017.50, reflecting a 0.07% gain to date.

SevenBridge Financial Group, LLC BKAG ($41.71) Holding Chart

SevenBridge Financial Group, LLC BKAG ($41.71) 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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