Geneos Wealth Management Inc. Invesco ETF Tr Ii Kbw High Div Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 272 shares of KBWD stock, worth $4,112. This represents 0.0% of its overall portfolio holdings.
Number of Shares
272
Previous 808
66.34%
Holding current value
$4,112
Previous $12,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding KBWD
# of Institutions
73Shares Held
4.65MCall Options Held
6.5KPut Options Held
258K-
Morgan Stanley New York, NY860KShares$13 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC657KShares$9.94 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC410KShares$6.2 Million0.0% of portfolio
-
Gradient Investments LLC333KShares$5.04 Million0.15% of portfolio
-
Ae Wealth Management LLC323KShares$4.88 Million0.06% of portfolio