Shore Haven Wealth Partners, LLC Bny Mellon ETF Tr High Yield B Transaction History
Shore Haven Wealth Partners, LLC
- $192 Million
- Q1 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 58,641 shares of BKHY stock, worth $2.78 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
58,641
Previous 64,880
9.62%
Holding current value
$2.78 Million
Previous $3.09 Million
9.73%
% of portfolio
1.46%
Previous 1.53%
Shares
7 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