Geneos Wealth Management Inc. Ishares Morningstar Mid Cap Va Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,675 shares of IMCV stock, worth $198,565. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,675
Previous 2,640
1.33%
Holding current value
$198,565
Previous $185,000
10.81%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding IMCV
# of Institutions
147Shares Held
5.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY821KShares$60.9 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY404KShares$30 Million0.31% of portfolio
-
Orgel Wealth Management, LLC345KShares$25.6 Million0.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL270KShares$20 Million0.03% of portfolio
-
Matrix Trust CO198KShares$14.7 Million2.83% of portfolio