Geneos Wealth Management Inc. Wisdomtree Tr Dynamic Currency Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 $50,689. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,281
Previous 1,281
-0.0%
Holding current value
$50,689
Previous $45,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DDLS
# of Institutions
38Shares Held
948KCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL190KShares$7.5 Million0.01% of portfolio
-
High Note Wealth, LLC Deephaven, MN113KShares$4.48 Million1.02% of portfolio
-
Bms Financial Advisors, LLC106KShares$4.18 Million2.24% of portfolio
-
Ae Wealth Management LLC90.8KShares$3.59 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC77.7KShares$3.08 Million0.0% of portfolio