Geneos Wealth Management Inc. First Trust ETF Iii Riverfront Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in First Trust ETF Iii Riverfront stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 150 shares of RFDI stock, worth $11,752. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$11,752
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding RFDI
# of Institutions
48Shares Held
1.46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY352KShares$27.6 Million0.0% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX201KShares$15.7 Million1.84% of portfolio
-
Envestnet Asset Management Inc147KShares$11.6 Million0.0% of portfolio
-
Prospera Financial Services Inc137KShares$10.7 Million0.19% of portfolio
-
River Front Investment Group, LLC Richmond, VA124KShares$9.68 Million0.17% of portfolio