Geneos Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 59,242 shares of SGOV stock, worth $5.97 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
59,242
Previous 35,745
65.74%
Holding current value
$5.97 Million
Previous $3.6 Million
65.77%
% of portfolio
0.27%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding SGOV
# of Institutions
657Shares Held
89.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$444 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$410 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY1.89MShares$190 Million0.02% of portfolio