Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Bny Mellon ETF Tr Us Mid Cap C stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 135,078 shares of BKMC stock, worth $14.4 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
135,078
Previous 153,013
11.72%
Holding current value
$14.4 Million
Previous $15.6 Billion
12.24%
% of portfolio
1.07%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding BKMC
# of Institutions
29Shares Held
4.37MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.95MShares$421 Million10.83% of portfolio
-
Dfpg Investments, LLC145KShares$15.4 Million1.02% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT40.6KShares$4.33 Million0.23% of portfolio
-
Geneos Wealth Management Inc.29.8KShares$3.18 Million0.11% of portfolio
-
Zhang Financial LLC12.3KShares$1.31 Million0.07% of portfolio