Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,400 shares of IBDS stock, worth $81,294. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,400
Previous 3,400
-0.0%
Holding current value
$81,294
Previous $80,000
2.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.7 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio