BANK NEW YORK MELLON CORP

Ticker: BK CUSIP: 064058100 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 5,000 Value ($000) $545 Avg Close $101.35 Range $88.73 - $110.33
Q2 2025
Shares 5,000 Value ($000) $456 Avg Close $83.95 Range $69.31 - $91.70
Q1 2025
Shares 5,000 Value ($000) $419 Avg Close $82.56 Range $73.29 - $88.87
Q4 2024
Shares 5,000 Value ($000) $384 Avg Close $75.52 Range $68.46 - $80.93
Q3 2024
Shares 5,000 Value ($000) $359 Avg Close $63.85 Range $57.12 - $71.17
Q4 2023
Shares 5,000 Value ($000) $260 Avg Close $43.67 Range $37.33 - $49.74
Q3 2023
Shares 5,000 Value ($000) $232 Avg Close $41.82 Range $39.24 - $43.77
Q1 2023
Shares 5,000 Value ($000) $0 Avg Close $44.75 Range $38.42 - $48.30
Q4 2022
Shares 5,001 Value ($000) $696 Avg Close $39.25 Range $32.93 - $42.50
Q2 2022
Shares 5,000 Value ($000) $209 Avg Close $40.06 Range $36.29 - $45.14