Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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 $67,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,425
Previous 1,425
-0.0%
Holding current value
$67,231
Previous $60,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$96.1 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.7 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.9 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.5 Million0.32% of portfolio