Stiles Financial Services Inc BKLC Holdings History
Stiles Financial Services Inc's BNY Mellon US Large Cap Core Equity ETF Holding Summary
As of 2025-06-30, Stiles Financial Services Inc held 27,469.00 shares of BNY Mellon US Large Cap Core Equity ETF(BKLC), totaling $3.25 Mil. This investment constitutes 1.12% of their stock portfolio, and Stiles Financial Services Inc now holds 0.09% of the outstanding BNY Mellon US Large Cap Core Equity ETF(BKLC) stock.
The initial trade took place in 2024Q4. And since then Stiles Financial Services Inc has made 2 purchases of BKLC, at an average price of $112.56, for a total of 35,510.00 shares. In addition, there have been 1 sales at an average price of $109.33 for 8,041.00 shares. Based on historical transaction data and BKLC's current price of $121.64, Stiles Financial Services Inc's estimated gain on his BKLC holdings is $223,503.47, reflecting a 5.59% gain to date.
Stiles Financial Services Inc BKLC ($121.64) Holding Chart
Stiles Financial Services Inc BKLC ($121.64) 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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