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 $2.29 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
48,904Holding current value
$2.29 Million% of portfolio
1.1%Shares
2 transactions
Others Institutions Holding BKHY
# of Institutions
56Shares Held
6.22MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.89MShares$229 Million6.33% of portfolio
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Envestnet Asset Management Inc243KShares$11.4 Million0.0% of portfolio
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Assetmark, Inc201KShares$9.42 Million0.03% of portfolio
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Cetera Investment Advisers Schaumburg, IL131KShares$6.15 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC92.9KShares$4.35 Million0.0% of portfolio