Geneos Wealth Management Inc. Victory Portf Ii Shs Us Small Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding CSB
# of Institutions
57Shares Held
1.43MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC237KShares$13.6 Million0.0% of portfolio
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Ubs Group Ag175KShares$10.1 Million0.0% of portfolio
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Cwm, LLC148KShares$8.5 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC128KShares$7.32 Million0.0% of portfolio
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Envestnet Asset Management Inc79.1KShares$4.54 Million0.0% of portfolio