Geneos Wealth Management Inc. First Tr Et Fd Iii Short Durat Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$19.31 - $19.97 $4,113 - $4,253	213 New	213 $4,000
Q4 2021 Feb 09, 2022	BUY	$20.8 - $20.87 $20,800 - $20,870	1,000 New	1,000 $20,000

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.38M
Shares

$67.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.2 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.5 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14.1 Million
1.5% of portfolio

About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

More about FSMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.