Geneos Wealth Management Inc. First Trust Dorsey Wright Focu Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 79,866 shares of FV stock, worth $4.57 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
79,866
Previous 78,893
1.23%
Holding current value
$4.57 Million
Previous $4.07 Million
12.4%
% of portfolio
0.21%
Previous 0.2%
Shares
33 transactions
Others Institutions Holding FV
# of Institutions
297Shares Held
41.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$385 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$239 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$239 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$165 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL1.7MShares$97.2 Million0.07% of portfolio