Geneos Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 198,997 shares of SPAB stock, worth $4.98 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
198,997
Previous 191,459
3.94%
Holding current value
$4.98 Million
Previous $4.8 Million
8.29%
% of portfolio
0.2%
Previous 0.21%
Shares
31 transactions
Others Institutions Holding SPAB
# of Institutions
495Shares Held
263MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$656 Million0.31% of portfolio
-
Cwm, LLC15.1MShares$377 Million1.69% of portfolio
-
State Street Corp Boston, MA12.9MShares$323 Million0.01% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$321 Million6.21% of portfolio
-
Envestnet Asset Management Inc11.5MShares$288 Million0.1% of portfolio