Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
BNY holding history
Bank of New York Mellon Corp in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BNY overviewAll 13F holders of BNYFull Q4 2023 holdings
- Shares (Q4 2023)
- 6,504
- Value
- $338.5K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 6,504 | $338.5K | <0.1% | +160+2.5% | Added | Holders |
| Q3 2023 | 6,344 | $270.6K | <0.1% | −431−6.4% | Reduced | Holders |
| Q2 2023 | 6,775 | $301.6K | <0.1% | +1,352+24.9% | Added | Holders |
| Q1 2023 | 5,423 | $246.4K | <0.1% | −46−0.8% | Reduced | Holders |
| Q4 2022 | 5,469 | $249.0K | <0.1% | +5,469 | New | Holders |