Geneos Wealth Management Inc. Ishares Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 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 1,538 shares of IYM stock, worth $212,536. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,538
Previous 1,228
25.24%
Holding current value
$212,536
Previous $184,000
8.15%
% of portfolio
0.01%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding IYM
# of Institutions
208Shares Held
2.5MCall Options Held
3.9KPut Options Held
100-
Citigroup Inc451KShares$62.4 Million0.04% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ291KShares$40.2 Million0.89% of portfolio
-
Morgan Stanley New York, NY251KShares$34.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$17.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA119KShares$16.5 Million0.0% of portfolio