Geneos Wealth Management Inc. Issuer Direct Corp Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding ISDR
# of Institutions
19Shares Held
665KCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA151KShares$1.34 Million0.0% of portfolio
-
Bard Associates Inc Chicago, IL134KShares$1.19 Million0.6% of portfolio
-
Herald Investment Management LTD90KShares$801,0000.21% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN89.9KShares$800,1100.06% of portfolio
-
Garden State Investment Advisory Services LLC Red Bank, NJ41.2KShares$366,6800.14% of portfolio
About ISSUER DIRECT CORP
- Ticker ISDR
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 3,611,010
- Market Cap $32.1M
- Description
- Issuer Direct Corporation provides shareholder communications and compliance platforms, technologies, and services in the United States and internationally. The company provides Platform id., a platform that manages the events of customers to distribute their messages to constituents, investors, markets, and regulatory systems; whistleblower hot...