Shore Haven Wealth Partners, LLC Bny Mellon ETF Tr High Yield B Transaction History
Shore Haven Wealth Partners, LLC
- $237 Million
- Q3 2025
A detailed history of Shore Haven Wealth Partners, LLC transactions in Bny Mellon ETF Tr High Yield B stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 55,691 shares of BKHY stock, worth $2.68 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
55,691
Previous 55,134
1.01%
Holding current value
$2.68 Million
Previous $2.66 Million
1.92%
% of portfolio
1.14%
Previous 1.21%
Shares
9 transactions
Others Institutions Holding BKHY
# of Institutions
54Shares Held
6.31MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.67MShares$224 Million5.78% of portfolio
-
Assetmark, Inc387KShares$18.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc147KShares$7.09 Million0.0% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA132KShares$6.33 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC123KShares$5.91 Million0.0% of portfolio