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WealthTrust Asset Management, LLC → BNY-PK

WealthTrust Asset Management, LLC BNY-PK Position History

BNY-PK

Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.4M
Q4 2025$1.5M
Q1 2026$1.5M
Q2 2026$1.8M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M12.3K——
Q2 2026$1.8M12.5K——
Q1 2026$1.5M13.0K——
Q4 2025$1.5M12.9K——
Q3 2025$1.4M13.3K——

Other funds holding BNY-PK

Other WealthTrust Asset Management, LLC positions

AVGO

C H ROBINSON WORLDWIDE IN

$12.4M
STT-PG

SPDR SERIES TRUST

$11.5M
AVGO

C H ROBINSON WORLDWIDE IN

$10.9M
AVGO

C H ROBINSON WORLDWIDE IN

$9.5M
QQQ

INVESCO QQQ TR

$8.4M
VGES

VANGUARD WORLD FD

$8.4M
ETHA

ISHARES TR

$7.2M
STT-PG

SPDR SERIES TRUST

$6.6M