Geneos Wealth Management Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Small Cap Qua stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 225 shares of DGRS stock, worth $11,450. This represents 0.0% of its overall portfolio holdings.
Number of Shares
225
Previous 225
-0.0%
Holding current value
$11,450
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$28 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.6 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.478KShares$24.3 Million1.19% of portfolio
-
Morgan Stanley New York, NY378KShares$19.2 Million0.0% of portfolio
-
Ubs Group Ag317KShares$16.1 Million0.0% of portfolio