Geneos Wealth Management Inc. Invesco S&P 500 Value With Mom Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPVM
# of Institutions
20Shares Held
246KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC70.6KShares$4.45 Million0.0% of portfolio
-
Cooper Financial Group53.2KShares$3.35 Million0.41% of portfolio
-
Bank Of America Corp Charlotte, NC32.2KShares$2.03 Million0.0% of portfolio
-
Morgan Stanley New York, NY29.8KShares$1.88 Million0.0% of portfolio
-
Ifg Advisory, LLC13.3KShares$838,0110.05% of portfolio