Geneos Wealth Management Inc. Ishares Esg Advanced Msci Eafe Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 303 shares of DMXF stock, worth $20,285. This represents 0.0% of its overall portfolio holdings.
Number of Shares
303
Previous 288
5.21%
Holding current value
$20,285
Previous $20,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DMXF
# of Institutions
212Shares Held
8.65MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$140 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61.6 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$41.7 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.7 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.7 Million0.0% of portfolio