Geneos Wealth Management Inc. Invesco ETF Tr Invesco Msci Su Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 828 shares of ERTH stock, worth $35,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
828
Previous 828 -0.0%
Holding current value
$35,852
Previous $34,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$48.65 - $60.53 $21,162 - $26,330
-435 Reduced 34.44%
828 $40,000
Q1 2022

May 16, 2022
SELL
$56.23 - $67.38 $5,623 - $6,738
-100 Reduced 7.34%
1,263 $77,000
Q4 2020

May 19, 2021
BUY
$58.36 - $75.13 $11,672 - $15,026
200 Added 17.2%
1,363 $100,000
Q3 2020

Sep 07, 2021
BUY
$48.89 - $59.98 $4,155 - $5,098
85 Added 7.88%
1,163 $65,000
Q1 2020

Sep 07, 2021
BUY
$33.49 - $52.91 $6,731 - $10,634
201 Added 22.92%
1,078 $40,000
Q4 2019

Sep 07, 2021
BUY
$42.83 - $50.13 $18,288 - $21,405
427 Added 94.89%
877 $43,000
Q2 2018

Sep 07, 2021
BUY
N/A
450 New
450 $18,000

Others Institutions Holding ERTH

# of Institutions
98
Shares Held
1.07M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR INVESCO MSCI SU

ERTH Quotes by TradingView
  • Ticker ERTH
  • Sector ETFs
  • Industry ETFs
More about ERTH
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