WealthBridge Capital Management, LLC BKLC Holdings History
WealthBridge Capital Management, LLC's BNY Mellon US Large Cap Core Equity ETF Holding Summary
As of 2025-03-31, WealthBridge Capital Management, LLC held 132,302.00 shares of BNY Mellon US Large Cap Core Equity ETF(BKLC), totaling $14.07 Mil. This investment constitutes 3.97% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.54% of the outstanding BNY Mellon US Large Cap Core Equity ETF(BKLC) stock.
The initial trade took place in 2021Q3. And since then WealthBridge Capital Management, LLC has made 13 purchases of BKLC, at an average price of $91.36, for a total of 136,245.00 shares. In addition, there have been 1 sales at an average price of $70.50 for 3,943.00 shares. Based on historical transaction data and BKLC's current price of $121.54, WealthBridge Capital Management, LLC's estimated gain on his BKLC holdings is $3.91 Mil, reflecting a 31.42% gain to date.
WealthBridge Capital Management, LLC BKLC ($121.54) Holding Chart
WealthBridge Capital Management, LLC BKLC ($121.54) 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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