Creative Planning Bny Mellon ETF Tr Us Mid Cap C Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding BKMC
# of Institutions
28Shares Held
4.41MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.93MShares$406 Million10.66% of portfolio
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Diversify Wealth Management, LLC Sandy, UT153KShares$15.8 Million1.5% of portfolio
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Dfpg Investments, LLC145KShares$14.9 Million1.02% of portfolio
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Diversify Advisory Services, LLC Sandy, UT62.4KShares$6.44 Million0.34% of portfolio
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Geneos Wealth Management Inc.28KShares$2.9 Million0.12% of portfolio