Geneos Wealth Management Inc. Vaneck ETF Tr Investment Grade Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 169,936 shares of FLTR stock, worth $4.34 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
169,936
Previous 158,985
6.89%
Holding current value
$4.34 Million
Previous $4.05 Million
6.79%
% of portfolio
0.16%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding FLTR
# of Institutions
207Shares Held
50.7MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX11.7MShares$298 Million2.12% of portfolio
-
Pinnacle Wealth Planning Services, Inc.3.98MShares$102 Million13.84% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$71.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.3MShares$58.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.63MShares$41.6 Million0.0% of portfolio