Geneos Wealth Management Inc. Ishares Tr Ishares Morningstar Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,700 shares of IYLD stock, worth $93,342. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,700
Previous 5,435
13.52%
Holding current value
$93,342
Previous $109,000
14.68%
% of portfolio
0.0%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding IYLD
# of Institutions
52Shares Held
1.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY156KShares$3.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$2.19 Million0.0% of portfolio
-
Kestra Advisory Services, LLC84.3KShares$1.67 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC77KShares$1.53 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ65.7KShares$1.31 Million0.0% of portfolio