Geneos Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 $13,485. This represents 0.0% of its overall portfolio holdings.
Number of Shares
500
Previous 500
-0.0%
Holding current value
$13,485
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
92Shares Held
5.49MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$18.8 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$12.8 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$9.74 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$8.94 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$8.81 Million5.85% of portfolio