Geneos Wealth Management Inc. First Tr Exch Trd Fd Viii Firs Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,204 shares of DEED stock, worth $48,201. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,204
Previous 1,857 18.69%
Holding current value
$48,201
Previous $38,000 18.42%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$19.92 - $20.94 $6,912 - $7,266
347 Added 18.69%
2,204 $45,000
Q1 2024

May 03, 2024
SELL
$20.4 - $21.11 $6,976 - $7,219
-342 Reduced 15.55%
1,857 $38,000
Q4 2023

Jan 26, 2024
SELL
$19.32 - $21.23 $199,614 - $219,348
-10,332 Reduced 82.45%
2,199 $46,000
Q3 2023

Oct 11, 2023
BUY
$19.97 - $21.34 $1,377 - $1,472
69 Added 0.55%
12,531 $250,000
Q2 2023

Aug 08, 2023
BUY
$21.14 - $21.92 $9,386 - $9,732
444 Added 3.69%
12,462 $266,000
Q1 2023

Apr 25, 2023
BUY
$21.0 - $22.1 $66,192 - $69,659
3,152 Added 35.55%
12,018 $261,000
Q4 2022

Jan 30, 2023
BUY
$20.43 - $21.75 $4,065 - $4,328
199 Added 2.3%
8,866 $186,000
Q3 2022

Nov 14, 2022
BUY
$21.26 - $23.46 $24,704 - $27,260
1,162 Added 15.48%
8,667 $186,000
Q2 2022

Jul 22, 2022
BUY
$22.27 - $24.14 $97,319 - $105,491
4,370 Added 139.39%
7,505 $170,000
Q1 2022

May 16, 2022
BUY
$24.06 - $25.68 $5,654 - $6,034
235 Added 8.1%
3,135 $75,000
Q2 2021

Jul 08, 2021
SELL
$25.76 - $26.02 $1,803 - $1,821
-70 Reduced 2.36%
2,900 $75,000
Q4 2020

May 19, 2021
BUY
$25.78 - $26.02 $76,566 - $77,279
2,970 New
2,970 $76,000

Others Institutions Holding DEED

# of Institutions
42
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCH TRD FD VIII FIRS

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