Diversify Wealth Management, LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 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 158,206 shares of BKMC stock, worth $16.8 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
158,206
Previous 153,395
3.14%
Holding current value
$16.8 Million
Previous $14.4 Billion
15.6%
% of portfolio
1.03%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding BKMC
# of Institutions
30Shares Held
4.53MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX4.02MShares$426 Million10.97% of portfolio
-
Dfpg Investments, LLC145KShares$15.3 Million1.02% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT62.3KShares$6.61 Million0.25% of portfolio
-
Geneos Wealth Management Inc.30.3KShares$3.21 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC29.3KShares$3.11 Million0.0% of portfolio