Avidian Wealth Enterprises’s Bank of New York Mellon BK Stock Holding History

Avidian Wealth Enterprises’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$291K	Buy
2025 Q2	$222K	Sell
2025 Q1	$237K	Sell
2024 Q4	$559K	Buy
2024 Q3	$505K	Buy
2024 Q2	$412K	Buy
2024 Q1	$338K	Buy
2023 Q4	$205K	Buy