Geneos Wealth Management Inc. Wisdomtree Tr Us Small Cap Qua Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 $12,550. This represents 0.0% of its overall portfolio holdings.
Number of Shares
225
Previous 225
-0.0%
Holding current value
$12,550
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
116Shares Held
4.91MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$30.7 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC502KShares$28 Million0.01% of portfolio
-
Hennion & Walsh Asset Management, Inc.487KShares$27.2 Million1.22% of portfolio
-
Morgan Stanley New York, NY412KShares$23 Million0.0% of portfolio
-
Ubs Group Ag320KShares$17.9 Million0.0% of portfolio