Geneos Wealth Management Inc. First Tr Exchange Trded Fd Vi Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 91 shares of FID stock, worth $1,535. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 219
58.45%
Holding current value
$1,535
Previous $3,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
57Shares Held
3.28MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$12.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC582KShares$9.82 Million3.6% of portfolio
-
Envestnet Asset Management Inc226KShares$3.82 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.56 Million0.0% of portfolio
-
Hobart Private Capital, LLC Charlotte, NC158KShares$2.66 Million0.71% of portfolio