Heritage Oak Wealth Advisors LLC Bny Mellon ETF Tr High Yield B Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
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 48,904 shares of BKHY stock, worth $2.35 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
48,904Holding current value
$2.35 Million% of portfolio
1.1%Shares
2 transactions
Others Institutions Holding BKHY
# of Institutions
50Shares Held
6.28MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.9MShares$236 Million6.32% of portfolio
-
Envestnet Asset Management Inc255KShares$12.3 Million0.0% of portfolio
-
Assetmark, Inc201KShares$9.67 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL141KShares$6.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.9KShares$4.47 Million0.0% of portfolio