Geneos Wealth Management Inc. Spdr Portfolio Intermediate Te Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 87,234 shares of SPIB stock, worth $2.89 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
87,234
Previous 100,847
13.5%
Holding current value
$2.89 Million
Previous $3.35 Million
13.51%
% of portfolio
0.1%
Previous 0.09%
Shares
36 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio