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

Heritage Oak Wealth Advisors LLC

$271 Billion
Q4 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 9,205 shares of BKHY stock, worth $442,668. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,205

Previous 91,149 89.9%

Holding current value

$442,668

Previous $4.44 Billion 89.95%

% of portfolio

0.16%

Previous 1.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$48.03 - $48.71 $3.94 Million - $3.99 Million	-81,944 Reduced 89.9%	9,205 $446 Million
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

Shares Held

6.03M

Call Options Held

Put Options Held

View Full List

About BNY MELLON ETF TR HIGH YIELD B

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