Geneos Wealth Management Inc. Wisdomtree Tr Currency Hedged Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 35,277 shares of DDWM stock, worth $1.2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,277
Previous 35,763
1.36%
Holding current value
$1.2 Million
Previous $1.15 Million
4.87%
% of portfolio
0.06%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding DDWM
# of Institutions
68Shares Held
6.24MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC956KShares$32.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL878KShares$29.9 Million0.05% of portfolio
-
Fundamentun, LLC Beachwood, OH495KShares$16.9 Million1.77% of portfolio
-
Exchange Capital Management, Inc.480KShares$16.4 Million2.75% of portfolio
-
Steward Partners Investment Advisory, LLC394KShares$13.4 Million0.15% of portfolio