Geneos Wealth Management Inc. Pacer Fds Tr Benchmark Data & Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Benchmark Data & stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,005 shares of SRVR stock, worth $192,820. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,005
Previous 6,537
8.14%
Holding current value
$192,820
Previous $187,000
12.3%
% of portfolio
0.01%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding SRVR
# of Institutions
100Shares Held
10.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$145 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.39MShares$44.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY825KShares$26.5 Million0.0% of portfolio
-
Ubs Group Ag488KShares$15.7 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH366KShares$11.7 Million0.75% of portfolio