Number of Shares
27,469.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
1.12%
Total Estimate Gain
$223,503.47
% of Total Estimate Gain
5.59%

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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