Geneos Wealth Management Inc. Vaneck ETF Tr Morningstar Esg Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Vaneck ETF Tr Morningstar Esg stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,075 shares of MOTE stock, worth $31,766. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,075
Previous 1,275
15.69%
Holding current value
$31,766
Previous $33,000
6.06%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding MOTE
# of Institutions
7Shares Held
149KCall Options Held
0Put Options Held
0-
Smith, Moore & Co. Clayton, MO72.3KShares$2.14 Million0.2% of portfolio
-
Van Eck Associates Corp50KShares$1.48 Million0.0% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN19.1KShares$563,1340.11% of portfolio
-
Steward Partners Investment Advisory, LLC5KShares$147,7500.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17KShares$34,6320.0% of portfolio