Geneos Wealth Management Inc. First Trust Dow Jones Select M Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 $14,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$14,436
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FDM
# of Institutions
67Shares Held
1.86MCall Options Held
0Put Options Held
0-
Horizon Advisory Services, Inc. West Henrietta, NY315KShares$22.8 Million9.22% of portfolio
-
Chicago Partners Investment Group LLC186KShares$13.4 Million0.42% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI173KShares$12.5 Million0.02% of portfolio
-
Arkansas Financial Group, Inc.147KShares$10.6 Million1.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC123KShares$8.91 Million0.0% of portfolio