Geneos Wealth Management Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 229 shares of EFIV stock, worth $13,272. This represents 0.0% of its overall portfolio holdings.
Number of Shares
229
Previous 229
-0.0%
Holding current value
$13,272
Previous $12,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding EFIV
# of Institutions
109Shares Held
4.87MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44.7 Million1.77% of portfolio
-
Retirement Capital Strategies685KShares$39.7 Million14.99% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$22 Million1.18% of portfolio
-
Koss Olinger Consulting, LLC355KShares$20.6 Million1.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC282KShares$16.3 Million0.01% of portfolio