Geneos Wealth Management Inc. Wisdomtree Tr Dynamic Currency Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
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 $44,553. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,281
Previous 1,281
-0.0%
Holding current value
$44,553
Previous $44,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DDLS
# of Institutions
30Shares Held
1.05MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC274KShares$9.53 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL183KShares$6.37 Million0.02% of portfolio
-
Ae Wealth Management LLC109KShares$3.79 Million0.04% of portfolio
-
Bms Financial Advisors, LLC106KShares$3.67 Million2.24% of portfolio
-
High Note Wealth, LLC Deephaven, MN103KShares$3.58 Million1.08% of portfolio