Geneos Wealth Management Inc. First Tr Multi Cap Growth Alph Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 13,702 shares of FAD stock, worth $1.76 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,702
Previous 12,714
7.77%
Holding current value
$1.76 Million
Previous $1.7 Million
11.48%
% of portfolio
0.07%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding FAD
# of Institutions
77Shares Held
1.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY96.5KShares$12.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89KShares$11.4 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$10.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.8KShares$10.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC63KShares$8.09 Million0.01% of portfolio