Geneos Wealth Management Inc. Wisdomtree Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
14 transactions
Others Institutions Holding DTH
# of Institutions
86Shares Held
5.55MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.39MShares$60.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC646KShares$28 Million0.01% of portfolio
-
Morgan Stanley New York, NY618KShares$26.7 Million0.0% of portfolio
-
Mariner, LLC Overland Park, KS285KShares$12.3 Million0.02% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il220KShares$9.53 Million0.0% of portfolio