Heritage Oak Wealth Advisors LLC Bny Mellon ETF Tr High Yield B Transaction History
Heritage Oak Wealth Advisors LLC
- $228 Billion
- Q1 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Bny Mellon ETF Tr High Yield B stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 51,567 shares of BKHY stock, worth $2.44 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
51,567
Previous 48,904
5.45%
Holding current value
$2.44 Million
Previous $2.33 Billion
5.31%
% of portfolio
1.08%
Previous 1.1%
Shares
3 transactions
Others Institutions Holding BKHY
# of Institutions
49Shares Held
6.2MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.89MShares$231 Million6.33% of portfolio
-
Assetmark, Inc202KShares$9.55 Million0.03% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA175KShares$8.27 Million0.3% of portfolio
-
Envestnet Asset Management Inc143KShares$6.76 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC103KShares$4.86 Million0.0% of portfolio