Heartwood Wealth Advisors LLC Bank Of New York Mellon Corp Transaction History
Heartwood Wealth Advisors LLC
- $1.02 Billion
- Q3 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,745 shares of BK stock, worth $192,787. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,745Holding current value
$192,787% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding BK
# of Institutions
1,848Shares Held
571MCall Options Held
3MPut Options Held
2.72M-
Vanguard Group Inc Valley Forge, PA70.7MShares$7.81 Billion0.12% of portfolio
-
Black Rock Inc. New York, NY63.9MShares$7.06 Billion0.09% of portfolio
-
Dodge & Cox San Francisco, CA34.8MShares$3.85 Billion2.19% of portfolio
-
State Street Corp Boston, MA32.5MShares$3.59 Billion0.13% of portfolio
-
Geode Capital Management, LLC Boston, MA18.8MShares$2.08 Billion0.14% of portfolio
About Bank of New York Mellon Corp
- Ticker BK
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 808,280,000
- Market Cap $89.3B
- Description
- The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...