Geneos Wealth Management Inc. Proshares Ultra Utilities Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding UPW
# of Institutions
7Shares Held
26.5KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ13.3KShares$1.01 Million0.0% of portfolio
-
Envestnet Asset Management Inc12.9KShares$986,3250.0% of portfolio
-
Ubs Group Ag214Shares$16,3000.0% of portfolio
-
Toth Financial Advisory Corp28Shares$2,1320.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1Shares$760.0% of portfolio