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	-3,115	Closed	-$323K	–	255
2024 Q2	$323K	Hold	3,115	–	–	0.04%	204
2024 Q1	$311K	Buy	3,115 +32	+1%	+$3.03K	0.04%	212
2023 Q4	$279K	Buy	3,083 +139	+5%	+$11.8K	0.04%	205
2023 Q3	$238K	Buy	2,944 +108	+4%	+$9.03K	0.04%	220
2023 Q2	$236K	Buy	2,836 +114	+4%	+$8.93K	0.04%	217
2023 Q1	$207K	Buy	+2,722	New	+$200K	0.04%	229

Other funds holding BKLC

RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return