Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 153,395 shares of BKMC stock, worth $15.3 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
153,395
Previous 135,078
13.56%
Holding current value
$15.3 Million
Previous $13.7 Billion
5.08%
% of portfolio
1.07%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding BKMC
# of Institutions
32Shares Held
4.57MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.06MShares$405 Million10.55% of portfolio
-
Dfpg Investments, LLC145KShares$14.4 Million1.02% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT51.3KShares$5.11 Million0.3% of portfolio
-
Geneos Wealth Management Inc.30.3KShares$3.02 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC23.5KShares$2.34 Million0.0% of portfolio