Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Call Options Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BKMC
# of Institutions
29Shares Held
4.4MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.93MShares$428 Million10.66% of portfolio
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Dfpg Investments, LLC145KShares$15.7 Million1.02% of portfolio
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Diversify Advisory Services, LLC Sandy, UT62.4KShares$6.79 Million0.34% of portfolio
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Geneos Wealth Management Inc.29.8KShares$3.24 Million0.12% of portfolio
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Zhang Financial LLC12.3KShares$1.33 Million0.08% of portfolio