Geneos Wealth Management Inc. Simplify Exchange Traded Fds S Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exchange Traded Fds S stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 17,105 shares of PINK stock, worth $521,360. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,105
Previous 14,000
22.18%
Holding current value
$521,360
Previous $439,000
27.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PINK
# of Institutions
64Shares Held
3.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC705KShares$21.5 Million0.01% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL650KShares$19.8 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC403KShares$12.3 Million0.03% of portfolio
-
Diversify Advisory Services, LLC Sandy, UT300KShares$9.14 Million0.52% of portfolio
-
Fortis Group Advisors, LLC Westwood, NJ222KShares$6.76 Million1.35% of portfolio