RWP
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Ridgecrest Wealth Partners’s Bank of New York Mellon BK Stock Holding History

Ridgecrest Wealth Partners’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 		$235K Hold
2,584
– – 0.12% 98
2025
Q1 		$217K Buy
+2,584
New +$217K 0.11% 105