Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Inspire Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding IBD
# of Institutions
85Shares Held
12MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID2.98MShares$70.2 Million9.68% of portfolio
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Ambassador Advisors, LLC Lancaster, PA1.42MShares$33.4 Million6.02% of portfolio
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Christian Investment Advisors, Inc. New Braunfels, TX858KShares$20.2 Million14.55% of portfolio
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Atria Investments LLC Charlotte, NC704KShares$16.6 Million0.22% of portfolio
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Creative Financial Designs Inc680KShares$16 Million1.33% of portfolio