Geneos Wealth Management Inc. First Tr Exchange Trded Fd Vi Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
60Shares Held
3.87MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC757KShares$12.6 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC628KShares$10.4 Million3.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL274KShares$4.55 Million0.0% of portfolio
-
Envestnet Asset Management Inc232KShares$3.86 Million0.0% of portfolio
-
Entruity Wealth, LLC Bakersfield, CA220KShares$3.65 Million3.55% of portfolio