Geneos Wealth Management Inc. Wisdomtree Tr Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 14,586 shares of IHDG stock, worth $644,847. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,586
Previous 15,216
4.14%
Holding current value
$644,847
Previous $699,000
5.01%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding IHDG
# of Institutions
243Shares Held
47.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.55MShares$290 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.33MShares$236 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$144 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$103 Million0.03% of portfolio
-
Ubs Group Ag1.36MShares$60.3 Million0.02% of portfolio