WAL
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W Advisors LLC’s Bank of New York Mellon BK Stock Holding History

W Advisors LLC’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 		$222K Sell
2,439
-95
-4% -$8.66K 0.13% 118
2025
Q1 		$213K Buy
+2,534
New +$213K 0.13% 112