Geneos Wealth Management Inc. ETF Ser Solutions Aam S&P 500 Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in ETF Ser Solutions Aam S&P 500 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,750 shares of SPDV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,750
Previous 4,250 35.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
N/A
-1,500 Reduced 35.29%
2,750 $0
Q4 2023

Jan 26, 2024
SELL
N/A
-2,450 Reduced 36.57%
4,250 $0
Q3 2023

Oct 11, 2023
SELL
N/A
-5,750 Reduced 46.18%
6,700 $0
Q2 2023

Aug 08, 2023
SELL
N/A
-3,600 Reduced 22.43%
12,450 $0
Q1 2023

Apr 25, 2023
BUY
N/A
200 Added 1.26%
16,050 $0
Q3 2022

Nov 14, 2022
BUY
N/A
2,250 Added 16.54%
15,850 $402,000
Q2 2022

Jul 22, 2022
BUY
N/A
12,300 Added 946.15%
13,600 $0
Q1 2020

Sep 07, 2021
BUY
N/A
1,300 New
1,300 $23,000

Others Institutions Holding SPDV

# of Institutions
37
Shares Held
876K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS AAM S&P 500

SPDV Quotes by TradingView
  • Ticker SPDV
More about SPDV
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