Geneos Wealth Management Inc. Ishares Morningstar Value ETF Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,070 shares of ILCV stock, worth $86,787. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,070
Previous 1,070
-0.0%
Holding current value
$86,787
Previous $81,000
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$76.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$64.2 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$56.3 Million3.0% of portfolio
-
Matrix Trust CO693KShares$56.2 Million10.65% of portfolio
-
Ubs Group Ag500KShares$40.5 Million0.01% of portfolio