Creative Planning Bny Mellon ETF Tr Us Mid Cap C Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding BKMC
# of Institutions
26Shares Held
4.33MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.85MShares$387 Million10.28% of portfolio
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Diversify Wealth Management, LLC Sandy, UT148KShares$14.9 Million1.69% of portfolio
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Dfpg Investments, LLC145KShares$14.5 Million1.02% of portfolio
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Diversify Advisory Services, LLC Sandy, UT82.1KShares$8.26 Million0.42% of portfolio
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Geneos Wealth Management Inc.28KShares$2.82 Million0.12% of portfolio