KFP
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Keener Financial Planning’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History

Keener Financial Planning’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
Q1 		– Sell
-6,834
Closed -$206K – 192
2023
Q4 		$206K Buy
+6,834
New +$193K 0.16% 41

Other funds holding BKLC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
IWC
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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keener Financial Planning's BKLC Position: Q1 2024 in Review

Keener Financial Planning sold out of BNY Mellon US Large Cap Core Equity ETF (BKLC) in Q1 2024, closing a stake of 6,834 shares — an estimated $206K sold.

Keener Financial Planning first reported a position in BKLC in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 66 funds tracked by Wall St. Rank hold BKLC as of Q1 2024.

  • Keener Financial Planning reported no remaining BNY Mellon US Large Cap Core Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 6,834 BNY Mellon US Large Cap Core Equity ETF shares in Q1 2024, an estimated $206K.
  • Keener Financial Planning first reported a position in BNY Mellon US Large Cap Core Equity ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's BNY Mellon US Large Cap Core Equity ETF position peaked at $206K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held BNY Mellon US Large Cap Core Equity ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.