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Bny Mellon Etf Trust shares owned by Wealth Forward

Quarter-by-quarter ownership of Bny Mellon Etf Trust (BKLC) shares owned by Wealth Forward from 13F filings

Historical chart of Wealth Forward investment in Bny Mellon Etf Trust

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

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Quarterly reported holdings in Bny Mellon Etf Trust by Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 20k 112.06
2024-09-30 $1.8M 17k 109.56
2024-06-30 $1.2M 12k 103.78
2024-03-31 $1.2M 12k 99.80
2023-12-31 $1.1M 12k 90.40

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Wealth Forward

Top funds holding Bny Mellon Etf Trust

RPOA Advisors
Integrated Wealth Concepts
Bank of New York Mellon
Sentinel Pension Advisors
Stadion Money Management
Northwestern Mutual Wealth Management Company
Zhang Financial
GM Advisory
JDM Financial Group
Advisor Group Holdings
We Are One Seven
WealthBridge Capital Management
Kestra Advisory Services
Advisors Preferred
Kmg Fiduciary Partners

View all funds holding Bny Mellon Etf Trust