Geneos Wealth Management Inc. Hartford Fds Exchange Traded Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding HTAB
# of Institutions
55Shares Held
13.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$43.6 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC1.78MShares$34.3 Million4.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.03MShares$20 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL989KShares$19.1 Million0.01% of portfolio
-
Truist Financial Corp881KShares$17.1 Million0.03% of portfolio