Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
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 163,956 shares of BKMC stock, worth $17.4 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
163,956
Previous 158,206
3.63%
Holding current value
$17.4 Million
Previous $16.6 Billion
6.37%
% of portfolio
1.02%
Previous 1.03%
Shares
6 transactions
Others Institutions Holding BKMC
# of Institutions
35Shares Held
4.85MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.23MShares$449 Million11.62% of portfolio
-
Dfpg Investments, LLC145KShares$15.3 Million1.02% of portfolio
-
Geneos Wealth Management Inc.66.1KShares$7.02 Million0.19% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT64.4KShares$6.83 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC34.5KShares$3.66 Million0.0% of portfolio