StoneCrest Wealth Management, Inc. BKDV Holdings History
StoneCrest Wealth Management, Inc.'s BNY Mellon Dynamic Value ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 268,115.00 shares of BNY Mellon Dynamic Value ETF(BKDV), totaling $7.13 Mil. This investment constitutes 3.4% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 2% of the outstanding BNY Mellon Dynamic Value ETF(BKDV) stock.
The initial trade took place in 2025Q1. And since then StoneCrest Wealth Management, Inc. has made 2 purchases of BKDV, at an average price of $25.09, for a total of 268,115.00 shares. Based on historical transaction data and BKDV's current price of $26.96, StoneCrest Wealth Management, Inc.'s estimated gain on his BKDV holdings is $501,705.31, reflecting a 7.46% gain to date.
StoneCrest Wealth Management, Inc. BKDV ($26.96) Holding Chart
StoneCrest Wealth Management, Inc. BKDV ($26.96) 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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