Geneos Wealth Management Inc. First Tr ETF Viii Low Duration Transaction History

Geneos Wealth Management Inc.

  • $2.24 Billion
  • Q2 2024

A detailed history of Geneos Wealth Management Inc. transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,940 shares of LDSF stock, worth $93,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,940
Previous 4,940 -0.0%
Holding current value
$93,069
Previous $92,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$18.34 - $19.09 $77,486 - $80,655
-4,225 Reduced 46.1%
4,940 $90,000
Q4 2021

Feb 09, 2022
SELL
$19.92 - $20.21 $39,840 - $40,420
-2,000 Reduced 17.91%
9,165 $183,000
Q2 2021

Jul 08, 2021
SELL
$20.23 - $20.35 $5.64 Million - $5.67 Million
-278,860 Reduced 96.15%
11,165 $226,000
Q1 2021

Jun 17, 2021
BUY
$20.2 - $20.53 $1.75 Million - $1.78 Million
86,471 Added 42.48%
290,025 $5.87 Million
Q4 2020

May 19, 2021
BUY
$20.3 - $20.56 $3.52 Million - $3.56 Million
173,214 Added 570.91%
203,554 $398,000
Q3 2020

Sep 07, 2021
BUY
$20.29 - $20.51 $18,261 - $18,459
900 Added 3.06%
30,340 $617,000
Q2 2020

Sep 07, 2021
BUY
$19.67 - $20.36 $72,779 - $75,332
3,700 Added 14.37%
29,440 $597,000
Q1 2020

Sep 07, 2021
BUY
$18.91 - $20.67 $18,910 - $20,670
1,000 Added 4.04%
25,740 $505,000
Q4 2019

Sep 07, 2021
BUY
$20.44 - $20.6 $166,075 - $167,375
8,125 Added 48.9%
24,740 $508,000
Q3 2019

Sep 07, 2021
BUY
$20.51 - $20.59 $57,940 - $58,166
2,825 Added 20.49%
16,615 $341,000
Q2 2019

Sep 07, 2021
BUY
N/A
475 Added 3.57%
13,790 $281,000
Q1 2019

Sep 07, 2021
BUY
N/A
13,315 New
13,315 $270,000

Others Institutions Holding LDSF

# of Institutions
58
Shares Held
6.38M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII LOW DURATION

LDSF Quotes by TradingView
  • Ticker LDSF
  • Sector ETFs
  • Industry ETFs
More about LDSF
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