Geneos Wealth Management Inc. Invesco ETF Tr Ii Kbw Premium Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 $4,371. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254
Previous 254
-0.0%
Holding current value
$4,371
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding KBWY
# of Institutions
56Shares Held
2.81MCall Options Held
6.2KPut Options Held
900-
Morgan Stanley New York, NY586KShares$10.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$9.39 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$5.53 Million1.23% of portfolio
-
Fifth Third Securities, Inc.217KShares$3.74 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA153KShares$2.64 Million0.0% of portfolio