Geneos Wealth Management Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 39,984 shares of MDYV stock, worth $3.17 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
39,984
Previous 37,380
6.97%
Holding current value
$3.17 Million
Previous $2.84 Million
2.68%
% of portfolio
0.13%
Previous 0.13%
Shares
29 transactions
Others Institutions Holding MDYV
# of Institutions
360Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$469 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$136 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$95.5 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$53.6 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$46.9 Million0.13% of portfolio