Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
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 5,156 shares of RDIV stock, worth $266,462. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,156
Previous 5,469
5.72%
Holding current value
$266,462
Previous $266,000
7.52%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding RDIV
# of Institutions
130Shares Held
6.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$54.2 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC724KShares$37.4 Million3.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC582KShares$30.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC551KShares$28.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA340KShares$17.6 Million0.0% of portfolio