Geneos Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 258,724 shares of USFR stock, worth $13 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
258,724
Previous 258,467
0.1%
Holding current value
$13 Million
Previous $13 Million
0.08%
% of portfolio
0.5%
Previous 0.58%
Shares
10 transactions
Others Institutions Holding USFR
# of Institutions
528Shares Held
210MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY19.6MShares$987 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY19.5MShares$984 Million0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY17.7MShares$892 Million22.36% of portfolio
-
Bank Of America Corp Charlotte, NC15.4MShares$774 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$651 Million0.3% of portfolio