Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 153,013 shares of BKMC stock, worth $15.7 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
153,013
Previous 147,990
3.39%
Holding current value
$15.7 Million
Previous $13.6 Billion
14.36%
% of portfolio
1.5%
Previous 1.69%
Shares
2 transactions
Others Institutions Holding BKMC
# of Institutions
29Shares Held
4.4MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.93MShares$405 Million10.66% of portfolio
-
Dfpg Investments, LLC145KShares$14.9 Million1.02% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT62.4KShares$6.42 Million0.34% of portfolio
-
Geneos Wealth Management Inc.29.8KShares$3.06 Million0.12% of portfolio
-
Zhang Financial LLC12.3KShares$1.26 Million0.08% of portfolio