Geneos Wealth Management Inc. Ishares Tr Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,940 shares of IMTB stock, worth $83,032. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,940
Previous 1,940
-0.0%
Holding current value
$83,032
Previous $84,000
1.19%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding IMTB
# of Institutions
45Shares Held
2.56MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS822KShares$35.2 Million0.07% of portfolio
-
Fin Trust Capital Advisors, LLC519KShares$22.2 Million4.37% of portfolio
-
Destination Wealth Management410KShares$17.6 Million0.59% of portfolio
-
Pfg Advisors131KShares$5.63 Million0.42% of portfolio
-
Tap Consulting, LLC102KShares$4.35 Million0.98% of portfolio