Geneos Wealth Management Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,567 shares of DES stock, worth $222,227. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,567
Previous 6,567
-0.0%
Holding current value
$222,227
Previous $214,000
4.67%
% of portfolio
0.01%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding DES
# of Institutions
351Shares Held
29.3MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$74.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.15MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.83MShares$61.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.65MShares$55.7 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.51MShares$51 Million0.05% of portfolio