Geneos Wealth Management Inc. First Tr Ex Tr Viii Cboe Vest Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,000 shares of DMAR stock, worth $36,330. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$36,330
Previous $33,000
3.03%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
69Shares Held
3.52MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.6 Million16.8% of portfolio
-
Spectrum Asset Management, Inc.285KShares$10.3 Million4.37% of portfolio
-
Envestnet Asset Management Inc233KShares$8.46 Million0.0% of portfolio
-
Kestra Advisory Services, LLC215KShares$7.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL175KShares$6.36 Million0.01% of portfolio