Geneos Wealth Management Inc. American Centy ETF Tr Diversif Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,450 shares of TAXF stock, worth $73,500. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,450
Previous 1,450
-0.0%
Holding current value
$73,500
Previous $73,000
1.37%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$102 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.7 Million0.21% of portfolio
-
Cx Institutional509KShares$25.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.6 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.4 Million2.99% of portfolio