Geneos Wealth Management Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 334,055 shares of SPTM stock, worth $24.1 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
334,055
Previous 322,093
3.71%
Holding current value
$24.1 Million
Previous $21.4 Million
9.51%
% of portfolio
0.9%
Previous 0.95%
Shares
29 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$630 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$254 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$246 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$213 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$193 Million0.06% of portfolio