Heritage Oak Wealth Advisors »

Bny Mellon Etf Trust shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Bny Mellon Etf Trust (BKHY) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Bny Mellon Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Etf Trust held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bny Mellon Etf Trust by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 36k 47.17

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Bny Mellon Etf Trust

RPOA Advisors
Bank of New York Mellon
Envestnet Asset Management
Assetmark
Jpmorgan Chase & Co
Cetera Investment Advisers
LPL Financial
CoreCap Advisors
Integrated Wealth Concepts
ShoreHaven Wealth Partners
Heritage Oak Wealth Advisors
Colony
Envestnet Portfolio Solutions
Atria Wealth Solutions
Jane Street

View all funds holding Bny Mellon Etf Trust