Geneos Wealth Management Inc. First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 596 shares of DDEC stock, worth $23,804. This represents 0.0% of its overall portfolio holdings.
Number of Shares
596
Previous 1,118
46.69%
Holding current value
$23,804
Previous $44,000
47.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DDEC
# of Institutions
106Shares Held
3.36MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$10.6 Million0.02% of portfolio
-
Fischer Investment Strategies, LLC Westlake Village, CA194KShares$7.76 Million6.2% of portfolio
-
Kestra Advisory Services, LLC190KShares$7.57 Million0.04% of portfolio
-
Spinnaker Trust136KShares$5.42 Million0.35% of portfolio
-
Beacon Financial Group134KShares$5.35 Million0.61% of portfolio