Keener Financial Planning LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History

Keener Financial Planning LLC

$153 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$75.04 - $91.77 $47,725 - $58,365	636 New	636 $58,000

Others Institutions Holding BKMC

# of Institutions

29

Shares Held

4.4M

Call Options Held

0

Put Options Held

0

Rpoa Advisors, Inc. Plano, TX

3.93M
Shares

$428 Million
10.66% of portfolio
Diversify Wealth Management, LLC Sandy, UT

153K
Shares

$16.7 Million
1.5% of portfolio
Dfpg Investments, LLC

145K
Shares

$15.7 Million
1.02% of portfolio
Diversify Advisory Services, LLC Sandy, UT

62.4K
Shares

$6.79 Million
0.34% of portfolio
Geneos Wealth Management Inc.

29.8K
Shares

$3.24 Million
0.12% of portfolio

About BNY MELLON ETF TR US MID CAP C

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