Geneos Wealth Management Inc. First Trust Mid Cap Value Alph Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Trust Mid Cap Value Alph stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 800 shares of FNK stock, worth $42,320. This represents 0.0% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$42,320
Previous $40,000
7.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNK
# of Institutions
61Shares Held
2.84MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.3MShares$68.7 Million7.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC263KShares$13.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA248KShares$13.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY238KShares$12.6 Million0.0% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL66.4KShares$3.51 Million0.18% of portfolio