Geneos Wealth Management Inc. Vaneck Morningstar Wide Moat E Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 335,344 shares of MOAT stock, worth $29 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
335,344
Previous 331,447
1.18%
Holding current value
$29 Million
Previous $28.1 Million
7.17%
% of portfolio
1.39%
Previous 1.39%
Shares
23 transactions
Others Institutions Holding MOAT
# of Institutions
651Shares Held
97.9MCall Options Held
44KPut Options Held
22.7K-
Bank Of America Corp Charlotte, NC8.84MShares$765 Million0.08% of portfolio
-
Morgan Stanley New York, NY8.7MShares$753 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.3MShares$632 Million0.36% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.25MShares$281 Million0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA2.66MShares$230 Million0.06% of portfolio