Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2024 Ter Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 23,017 shares of IBTE stock, worth $549,645. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,017
Previous 24,096
4.48%
Holding current value
$549,645
Previous $574,000
4.01%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio