Number of Shares
15,629.00
Current Holdings Value*
$482,370.00
% of Portfolio
0.32%
Total Estimate Gain
$56,045.59
% of Total Estimate Gain
11.62%

Symphony Financial Services, Inc.'s BNY Mellon Concentrated Growth ETF Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 15,629.00 shares of BNY Mellon Concentrated Growth ETF(BKCG), totaling $482,370.00. This investment constitutes 0.32% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.43% of the outstanding BNY Mellon Concentrated Growth ETF(BKCG) stock.

The initial trade took place in 2025Q1. And since then Symphony Financial Services, Inc. has made 1 purchases of BKCG, at an average price of $30.86, for a total of 15,629.00 shares. Based on historical transaction data and BKCG's current price of $34.45, Symphony Financial Services, Inc.'s estimated gain on his BKCG holdings is $56,045.59, reflecting a 11.62% gain to date.

Symphony Financial Services, Inc. BKCG ($34.45) Holding Chart

Symphony Financial Services, Inc. BKCG ($34.45) 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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