Geneos Wealth Management Inc. Ishares Tr U S Divid & Buyback Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding DIVB
# of Institutions
139Shares Held
11.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$101 Million0.04% of portfolio
-
Paradiem, LLC1.56MShares$79.8 Million22.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$39.3 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$31.1 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI514KShares$26.3 Million5.54% of portfolio