Heritage Oak Wealth Advisors LLC Bny Mellon ETF Tr High Yield B Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

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 91,149 shares of BKHY stock, worth $4.38 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
91,149
Previous 60,132 51.58%
Holding current value
$4.38 Million
Previous $2.9 Billion 52.89%
% of portfolio
1.61%
Previous 1.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$47.83 - $48.77 $1.48 Million - $1.51 Million
31,017 Added 51.58%
91,149 $4.44 Billion
Q2 2025

Jul 15, 2025
BUY
$45.58 - $48.28 $390,392 - $413,518
8,565 Added 16.61%
60,132 $2.9 Billion
Q1 2025

Apr 28, 2025
BUY
$47.41 - $48.44 $126,252 - $128,995
2,663 Added 5.45%
51,567 $2.46 Billion
Q4 2024

Feb 05, 2025
BUY
$47.68 - $48.67 $2.33 Million - $2.38 Million
48,904 New
48,904 $2.33 Billion
Q2 2024

Aug 28, 2024
BUY
$46.41 - $47.39 $1.66 Million - $1.69 Million
35,758 New
35,758 $1.69 Billion

Others Institutions Holding BKHY

# of Institutions
54
Shares Held
6.31M
Call Options Held
0
Put Options Held
0
View Full List

About BNY MELLON ETF TR HIGH YIELD B

BKHY Quotes by TradingView
  • Ticker BKHY
  • Sector ETFs
  • Industry ETFs
More about BKHY
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