Geneos Wealth Management Inc. Ishares Tr Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 860 shares of IMTB stock, worth $37,969. This represents 0.0% of its overall portfolio holdings.
Number of Shares
860
Previous 860
-0.0%
Holding current value
$37,969
Previous $37,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IMTB
# of Institutions
58Shares Held
5.06MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.8 Million0.07% of portfolio
-
Octavia Wealth Advisors, LLC618KShares$27.3 Million2.76% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.3 Million3.9% of portfolio
-
Destination Wealth Management472KShares$20.8 Million0.59% of portfolio
-
Wealth Enhancement Advisory Services, LLC428KShares$18.9 Million0.03% of portfolio