Cahill Financial Advisors’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Cahill Financial Advisors’s Portfolio BKLC Stock Details BKLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,345	Closed	-$323K	–	255
2024 Q2	$323K	Hold	9,345	–	–	0.04%	204
2024 Q1	$311K	Buy	9,345 +96	+1%	+$3.03K	0.04%	212
2023 Q4	$279K	Buy	9,249 +417	+5%	+$11.8K	0.04%	205
2023 Q3	$238K	Buy	8,832 +324	+4%	+$9.03K	0.04%	220
2023 Q2	$236K	Buy	8,508 +342	+4%	+$8.93K	0.04%	217
2023 Q1	$207K	Buy	+8,166	New	+$200K	0.04%	229

Other funds holding BKLC

RPOA Advisors Plano, Texas $3.51B AUM 13.71% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

JFG

JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cahill Financial Advisors's BKLC Position: Q3 2024 in Review

Cahill Financial Advisors sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q3 2024, closing a stake of 9,345 shares — an estimated $323K sold.

Cahill Financial Advisors first reported a position in BKLC in Q1 2023 and held it in 6 quarters. The position peaked at $323K in Q2 2024. 74 funds tracked by Wall St. Rank hold BKLC as of Q3 2024.

Cahill Financial Advisors reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q3 2024 after selling out during the quarter.
Cahill Financial Advisors sold 9,345 BNY Mellon US Large Cap Core Equity ETF shares in Q3 2024, an estimated $323K.
Cahill Financial Advisors first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q1 2023 and held it in 6 quarters.
Cahill Financial Advisors's BNY Mellon US Large Cap Core Equity ETF position peaked at $323K in Q2 2024.
74 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q3 2024.

Based on Cahill Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.