Shore Haven Wealth Partners, LLC Bny Mellon ETF Tr High Yield B Transaction History
Shore Haven Wealth Partners, LLC
- $220 Million
- Q2 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 55,134 shares of BKHY stock, worth $2.66 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
55,134
Previous 58,641
5.98%
Holding current value
$2.66 Million
Previous $2.79 Million
4.73%
% of portfolio
1.21%
Previous 1.46%
Shares
8 transactions
Others Institutions Holding BKHY
# of Institutions
50Shares Held
6.2MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.72MShares$228 Million6.07% of portfolio
-
Assetmark, Inc215KShares$10.4 Million0.02% of portfolio
-
Wright Fund Management, LLC Santa Monica, CA175KShares$8.43 Million0.3% of portfolio
-
Envestnet Asset Management Inc123KShares$5.94 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$5.04 Million0.0% of portfolio