Geneos Wealth Management Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 631 shares of SPGM stock, worth $40,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
631
Previous 631
-0.0%
Holding current value
$40,800
Previous $37,000
2.7%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPGM
# of Institutions
131Shares Held
9.88MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$153 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$84.8 Million0.99% of portfolio
-
Private Advisor Group, LLC858KShares$55.5 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS428KShares$27.7 Million0.05% of portfolio
-
Advance Capital Management, Inc. Southfield, MI406KShares$26.2 Million1.43% of portfolio