Svb Wealth LLC Bny Mellon ETF Tr Us Mid Cap C Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$93.1 - $106.93 $29,326 - $33,682	315 New	315 $30,000

Others Institutions Holding BKMC

# of Institutions

35

Shares Held

4.85M

Call Options Held

0

Put Options Held

0

Rpoa Advisors, Inc. Plano, TX

4.23M
Shares

$449 Million
11.62% of portfolio
Diversify Wealth Management, LLC Sandy, UT

164K
Shares

$17.4 Million
1.02% of portfolio
Dfpg Investments, LLC

145K
Shares

$15.3 Million
1.02% of portfolio
Geneos Wealth Management Inc.

66.1K
Shares

$7.02 Million
0.19% of portfolio
Diversify Advisory Services, LLC Sandy, UT

64.4K
Shares

$6.83 Million
0.23% of portfolio

About BNY MELLON ETF TR US MID CAP C

Ticker BKMC
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