Geneos Wealth Management Inc. Invesco ETF Tr Ii Kbw Premium Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii Kbw Premium stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 254 shares of KBWY stock, worth $3,931. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254
Previous 254
-0.0%
Holding current value
$3,931
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding KBWY
# of Institutions
54Shares Held
2.75MCall Options Held
0Put Options Held
12.8K-
Lpl Financial LLC Fort Mill, SC689KShares$10.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY661KShares$10.2 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$4.97 Million1.23% of portfolio
-
Fifth Third Securities, Inc.185KShares$2.87 Million0.21% of portfolio
-
Heartwood Wealth Advisors LLC118KShares$1.82 Million0.19% of portfolio