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Asset Planning Inc’s Bank of New York Mellon BK Stock Holding History

Asset Planning Inc’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.37K Hold
37
– – ﹤0.01% 259
2025
Q1 		$3.1K Hold
37
– – ﹤0.01% 271
2024
Q4 		$2.84K Buy
+37
New +$2.84K ﹤0.01% 278