Geneos Wealth Management Inc. Advisorshares Tr Advisorshares Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,000 shares of CWS stock, worth $63,310. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$63,310
Previous $68,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CWS
# of Institutions
49Shares Held
710KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC116KShares$7.33 Million0.0% of portfolio
-
Cibc World Market Inc. Toronto, A6109KShares$6.92 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO70.7KShares$4.48 Million0.0% of portfolio
-
Kestra Advisory Services, LLC47.9KShares$3.03 Million0.02% of portfolio
-
Mason & Associates Inc37.1KShares$2.35 Million0.59% of portfolio