Geneos Wealth Management Inc. Global X Fds U S Pfd ETF (De) Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Global X Fds U S Pfd ETF (De) stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,516 shares of PFFD stock, worth $107,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,516
Previous 2,542
116.99%
Holding current value
$107,231
Previous $48,000
114.58%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding PFFD
# of Institutions
316Shares Held
70MCall Options Held
20.4KPut Options Held
0-
Orgel Wealth Management, LLC7.03MShares$137 Million3.29% of portfolio
-
Bank Of America Corp Charlotte, NC5.67MShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.47MShares$86.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$81.1 Million0.03% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M03.48MShares$67.7 Million5.86% of portfolio