Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,425 shares of PFM stock, worth $65,977. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,425
Previous 1,425
-0.0%
Holding current value
$65,977
Previous $60,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
125Shares Held
8.91MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$94.6 Million0.04% of portfolio
-
Flaharty Asset Management, LLC832KShares$38.5 Million5.48% of portfolio
-
Morgan Stanley New York, NY673KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL449KShares$20.8 Million0.03% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC427KShares$19.8 Million0.51% of portfolio