Geneos Wealth Management Inc. Ishares Trust Ishares Msci Glo Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 25 shares of SDG stock, worth $1,804. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$1,804
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.32MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$16.9 Million0.07% of portfolio
-
Mission Wealth Management, LP118KShares$8.52 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$7.73 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.78 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.73 Million0.16% of portfolio