Geneos Wealth Management Inc. Ishares Tr Residential And Mul Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 100 shares of REZ stock, worth $8,748. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 225
55.56%
Holding current value
$8,748
Previous $16,000
56.25%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding REZ
# of Institutions
150Shares Held
5.16MCall Options Held
17.3KPut Options Held
12.9K-
Strategic Financial Concepts, LLC San Antonio, TX1.11MShares$97.2 Million0.01% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC480KShares$42 Million10.24% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA469KShares$41.1 Million1.0% of portfolio
-
Morgan Stanley New York, NY314KShares$27.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO209KShares$18.3 Million0.02% of portfolio