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Bny Mellon Etf Trust shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Bny Mellon Etf Trust (BKAG) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Bny Mellon Etf Trust

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All positions including Bny Mellon Etf Trust held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Etf Trust by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 227k 42.60
2025-06-30 $9.0M 213k 42.18
2025-03-31 $7.6M 181k 42.13
2024-12-31 $3.2M 77k 41.22

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Bny Mellon Etf Trust

RPOA Advisors
Bank of New York Mellon
Total Investment Management
Talon Private Wealth
Tanager Wealth Management
Stadion Money Management
Brookstone Capital Management
Aptus Capital Advisors
Integrated Wealth Concepts
Signal Advisors Wealth
Glen Eagle Advisors
Central Trust & Investment
GM Advisory
Carolina Wealth Advisors
Crux Wealth Advisors

View all funds holding Bny Mellon Etf Trust