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
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Quarterly reported holdings in Bny Mellon Etf Trust by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 91k | 48.70 |
| 2025-06-30 | $2.9M | 60k | 48.28 |
| 2025-03-31 | $2.5M | 52k | 47.63 |
| 2024-12-31 | $2.3M | 49k | 47.69 |
| 2024-06-30 | $1.7M | 36k | 47.17 |
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