Geneos Wealth Management Inc. Wisdomtree Tr U.S 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 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,835 shares of DHS stock, worth $171,260. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,835
Previous 1,833
0.11%
Holding current value
$171,260
Previous $158,000
1.9%
% of portfolio
0.01%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding DHS
# of Institutions
219Shares Held
5.91MCall Options Held
0Put Options Held
0-
Cwm, LLC956KShares$89.2 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA436KShares$40.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$40.5 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX362KShares$33.8 Million1.59% of portfolio
-
Cetera Investment Advisers Schaumburg, IL361KShares$33.7 Million0.07% of portfolio