Geneos Wealth Management Inc. Invesco ETF Tr Ii Intl Corp Bd Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding PICB
# of Institutions
38Shares Held
4.02MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL906KShares$19.9 Million10.74% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA756KShares$16.6 Million0.96% of portfolio
-
Tanager Wealth Management LLP671KShares$14.8 Million1.88% of portfolio
-
Peak Financial Management, Inc.345KShares$7.6 Million2.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC300KShares$6.61 Million0.0% of portfolio