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 $20,237. This represents 0.0% of its overall portfolio holdings.
Number of Shares
303
Previous 288
5.21%
Holding current value
$20,237
Previous $20,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DMXF
# of Institutions
231Shares Held
10.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$155 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61.4 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$52.1 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$46.2 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.7 Million12.07% of portfolio