Geneos Wealth Management Inc. Fidelity Covington Tr Blue Chi Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FBCV
# of Institutions
26Shares Held
694KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC402KShares$13.3 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC93.2KShares$3.08 Million0.06% of portfolio
-
Kestra Private Wealth Services, LLC38KShares$1.25 Million0.02% of portfolio
-
Envestnet Asset Management Inc29.1KShares$961,5890.0% of portfolio
-
Kestra Advisory Services, LLC16.8KShares$556,5950.0% of portfolio