Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,554 shares of IBTF stock, worth $619,239. This represents 0.02% of its overall portfolio holdings.
Number of Shares
26,554
Previous 23,093
14.99%
Holding current value
$619,239
Previous $540,000
14.63%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio