Geneos Wealth Management Inc. Columbia ETF Tr I Multi Sector Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Columbia ETF Tr I Multi Sector stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,750 shares of MUST stock, worth $76,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,750
Previous 3,250
15.38%
Holding current value
$76,612
Previous $67,000
13.43%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MUST
# of Institutions
83Shares Held
14MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.46MShares$50.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.68MShares$34.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.57MShares$32.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.39MShares$28.5 Million0.01% of portfolio
-
Haven Private, LLC Orlando, FL687KShares$14 Million7.79% of portfolio