Geneos Wealth Management Inc. First Tr ETF Viii Tcw Opportun Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 183,242 shares of FIXD stock, worth $7.92 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
183,242
Previous 174,266
5.15%
Holding current value
$7.92 Million
Previous $7.88 Million
0.13%
% of portfolio
0.28%
Previous 0.3%
Shares
27 transactions
Others Institutions Holding FIXD
# of Institutions
357Shares Held
103MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$537 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$365 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$169 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio