Geneos Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 500 shares of CTA stock, worth $13,105. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$13,105
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
56Shares Held
2.72MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC520KShares$13.6 Million0.15% of portfolio
-
Clear Creek Financial Management, LLC385KShares$10.1 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC333KShares$8.73 Million0.0% of portfolio
-
Peak Financial Advisors LLC285KShares$7.47 Million5.54% of portfolio
-
Miracle Mile Advisors, LLC163KShares$4.28 Million0.11% of portfolio