Geneos Wealth Management Inc. Ishares Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 860 shares of IMTB stock, worth $37,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
860
Previous 860
-0.0%
Holding current value
$37,091
Previous $38,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding IMTB
# of Institutions
51Shares Held
4.04MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49.5 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.8 Million3.9% of portfolio
-
Wealth Enhancement Advisory Services, LLC497KShares$21.4 Million0.04% of portfolio
-
Destination Wealth Management435KShares$18.8 Million0.58% of portfolio
-
Octavia Wealth Advisors, LLC216KShares$9.33 Million1.12% of portfolio