Geneos Wealth Management Inc. First Exc Trd Viii Cboe Vest U Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,781 shares of DJAN stock, worth $188,801. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,781
Previous 4,782
0.02%
Holding current value
$188,801
Previous $182,000
2.2%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
86Shares Held
3.44MCall Options Held
0Put Options Held
0-
Brookstone Capital Management420KShares$16.6 Million0.27% of portfolio
-
Ifp Advisors, Inc356KShares$14 Million0.55% of portfolio
-
Advisory Services Network, LLC213KShares$8.43 Million0.17% of portfolio
-
Smart Wealth LLC Omaha, NE201KShares$7.92 Million3.0% of portfolio
-
Envestnet Asset Management Inc197KShares$7.77 Million0.0% of portfolio