Geneos Wealth Management Inc. Pacer Fds Tr Cash Cows Fd Fds Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,275 shares of HERD stock, worth $125,301. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,275
Previous 1,800
81.94%
Holding current value
$125,301
Previous $66,000
98.48%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
5.57MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL3.87MShares$148 Million0.26% of portfolio
-
Advisory Resource Group220KShares$8.42 Million2.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC201KShares$7.68 Million0.0% of portfolio
-
Envestnet Asset Management Inc196KShares$7.51 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL162KShares$6.19 Million0.01% of portfolio