Geneos Wealth Management Inc. Invesco ETF Tr Ii Kbw Premium Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 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 $3,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254
Previous 254
-0.0%
Holding current value
$3,926
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding KBWY
# of Institutions
62Shares Held
3.23MCall Options Held
0Put Options Held
35.3K-
Morgan Stanley New York, NY734KShares$11.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$11 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$4.96 Million1.23% of portfolio
-
Summit Financial, LLC Parsippany, NJ318KShares$4.92 Million0.08% of portfolio
-
Fifth Third Securities, Inc.185KShares$2.86 Million0.21% of portfolio