Geneos Wealth Management Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 29,626 shares of QUS stock, worth $4.37 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
29,626
Previous 32,284
8.23%
Holding current value
$4.37 Million
Previous $4.27 Million
1.15%
% of portfolio
0.2%
Previous 0.21%
Shares
20 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.2MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$213 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$112 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$57.6 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$46.9 Million0.33% of portfolio