Keener Financial Planning LLC Bny Mellon ETF Tr Us Mid Cap C Call Options Transaction History
Keener Financial Planning LLC
- $145 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BKMC
# of Institutions
25Shares Held
4.22MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.85MShares$371 Million10.28% of portfolio
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Dfpg Investments, LLC145KShares$13.9 Million1.02% of portfolio
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Diversify Advisory Services, LLC Sandy, UT82.1KShares$7.92 Million0.42% of portfolio
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Integrated Wealth Concepts LLC47.1KShares$4.55 Million0.07% of portfolio
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Geneos Wealth Management Inc.28KShares$2.7 Million0.12% of portfolio