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 $94,156. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,940
Previous 4,940
-0.0%
Holding current value
$94,156
Previous $92,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding LDSF
# of Institutions
61Shares Held
5.99MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO2.41MShares$45.9 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC568KShares$10.8 Million0.01% of portfolio
-
Cedrus LLC Littleton, CO446KShares$8.51 Million4.17% of portfolio
-
Royal Bank Of Canada Toronto, A6377KShares$7.19 Million0.0% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI290KShares$5.53 Million0.3% of portfolio