Geneos Wealth Management Inc. Schwab Fundamental U S Large C Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 364 shares of FNDX stock, worth $8,757. This represents 0.0% of its overall portfolio holdings.
Number of Shares
364
Previous 391
6.91%
Holding current value
$8,757
Previous $26,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
567Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$3.14 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$104 Million0.94% of portfolio
-
Mc Adam, LLC2.92MShares$70.2 Million11.84% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$64.8 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$50.5 Million23.99% of portfolio