Geneos Wealth Management Inc. First Trust Dow Jones Select M Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 200 shares of FDM stock, worth $12,674. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$12,674
Previous $12,000
8.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FDM
# of Institutions
64Shares Held
2.11MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX388KShares$24.6 Million0.0% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY315KShares$20 Million9.04% of portfolio
-
Chicago Partners Investment Group LLC182KShares$11.5 Million0.45% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI174KShares$11 Million0.02% of portfolio
-
Arkansas Financial Group, Inc.126KShares$7.99 Million1.35% of portfolio