Shore Haven Wealth Partners, LLC Bny Mellon ETF Tr High Yield B Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
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 64,880 shares of BKHY stock, worth $3.13 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
64,880
Previous 54,095
19.94%
Holding current value
$3.13 Million
Previous $2.64 Million
17.11%
% of portfolio
1.53%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding BKHY
# of Institutions
56Shares Held
6.25MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.9MShares$236 Million6.32% of portfolio
-
Envestnet Asset Management Inc243KShares$11.7 Million0.0% of portfolio
-
Assetmark, Inc201KShares$9.69 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL131KShares$6.33 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.9KShares$4.48 Million0.0% of portfolio