Zhang Financial LLC BKLC Holdings History
Zhang Financial LLC's BNY Mellon US Large Cap Core Equity ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 282,118.00 shares of BNY Mellon US Large Cap Core Equity ETF(BKLC), totaling $29.99 Mil. This investment constitutes 1.59% of their stock portfolio, and Zhang Financial LLC now holds 1.16% of the outstanding BNY Mellon US Large Cap Core Equity ETF(BKLC) stock.
The initial trade took place in 2021Q3. And since then Zhang Financial LLC has made 9 purchases of BKLC, at an average price of $87.46, for a total of 440,783.00 shares. In addition, there have been 6 sales at an average price of $72.92 for 158,665.00 shares. Based on historical transaction data and BKLC's current price of $119.96, Zhang Financial LLC's estimated gain on his BKLC holdings is $6.86 Mil, reflecting a 17.80% gain to date.
Zhang Financial LLC BKLC ($119.96) Holding Chart
Zhang Financial LLC BKLC ($119.96) 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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