Geneos Wealth Management Inc. Spdr Index Shs Fds Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 11,276 shares of QWLD stock, worth $1.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,276
Previous 11,643
3.15%
Holding current value
$1.45 Million
Previous $1.4 Million
3.71%
% of portfolio
0.06%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding QWLD
# of Institutions
44Shares Held
693KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC282KShares$36.2 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL53.4KShares$6.85 Million0.01% of portfolio
-
Assetmark, Inc38.3KShares$4.92 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC23.9KShares$3.07 Million0.01% of portfolio
-
Sym Financial Corp23.7KShares$3.05 Million0.41% of portfolio