Geneos Wealth Management Inc. Wisdomtree Tr Artificial Intel Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Artificial Intel stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,375 shares of WTAI stock, worth $224,437. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,375
Previous 9,375
-0.0%
Holding current value
$224,437
Previous $186,000
10.75%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding WTAI
# of Institutions
93Shares Held
3.72MCall Options Held
200Put Options Held
1K-
Hennion & Walsh Asset Management, Inc.785KShares$18.8 Million0.82% of portfolio
-
Advisory Services Network, LLC337KShares$8.06 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC335KShares$8.01 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL223KShares$5.34 Million0.0% of portfolio
-
Kestra Advisory Services, LLC147KShares$3.52 Million0.02% of portfolio