Geneos Wealth Management Inc. Ishares Tr Msci Acwi Low Carbo Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 179 shares of CRBN stock, worth $38,767. This represents 0.0% of its overall portfolio holdings.
Number of Shares
179
Previous 179
-0.0%
Holding current value
$38,767
Previous $34,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding CRBN
# of Institutions
147Shares Held
2.64MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.3MShares$281 Million0.59% of portfolio
-
Morgan Stanley New York, NY196KShares$42.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$27.4 Million0.0% of portfolio
-
Aspiriant, LLC114KShares$24.6 Million0.77% of portfolio
-
Investure, LLC Charlottesville, VA102KShares$22.1 Million1.29% of portfolio