Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,425 shares of PFM stock, worth $72,489. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,425
Previous 1,425
-0.0%
Holding current value
$72,489
Previous $68,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
143Shares Held
9.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.83MShares$92.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL845KShares$43 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$36.9 Million0.0% of portfolio
-
Flaharty Asset Management, LLC500KShares$25.4 Million3.48% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.6 Million0.03% of portfolio