Geneos Wealth Management Inc. Wisdomtree Tr Dynamic Currency Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,281 shares of DDLS stock, worth $54,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,281
Previous 1,281 -0.0%
Holding current value
$54,173
Previous $45,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$31.97 - $34.34 $1,598 - $1,717
50 Added 4.06%
1,281 $43,000
Q4 2023

Jan 26, 2024
SELL
$28.92 - $33.07 $17,930 - $20,503
-620 Reduced 33.5%
1,231 $40,000
Q4 2022

Jan 30, 2023
BUY
$27.89 - $31.17 $51,624 - $57,695
1,851 New
1,851 $55,000
Q4 2020

May 19, 2021
BUY
$26.8 - $31.1 $6,700 - $7,775
250 New
250 $8,000

Others Institutions Holding DDLS

# of Institutions
42
Shares Held
1.42M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

DDLS Quotes by TradingView
  • Ticker DDLS
  • Sector ETFs
  • Industry ETFs
More about DDLS
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