Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 413 shares of CVY stock, worth $10,601. This represents 0.0% of its overall portfolio holdings.
Number of Shares
413
Previous 663
37.71%
Holding current value
$10,601
Previous $17,000
41.18%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CVY
# of Institutions
42Shares Held
709KCall Options Held
0Put Options Held
0-
Hbk Sorce Advisory LLC Erie, PA110KShares$2.83 Million0.1% of portfolio
-
Morgan Stanley New York, NY92.9KShares$2.39 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC90.6KShares$2.33 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.69.8KShares$1.79 Million0.01% of portfolio
-
Mgb Wealth Management, LLC Addison, TX58.5KShares$1.5 Million0.56% of portfolio