Geneos Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 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 258,467 shares of USFR stock, worth $13 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
258,467
Previous 251,821
2.64%
Holding current value
$13 Million
Previous $12.7 Million
2.68%
% of portfolio
0.58%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding USFR
# of Institutions
517Shares Held
228MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC22.6MShares$1.14 Billion0.1% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.04 Billion0.08% of portfolio
-
Summit Trail Advisors, LLC New York, NY20.3MShares$1.02 Billion27.13% of portfolio
-
Jpmorgan Chase & CO New York, NY15.8MShares$797 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$659 Million0.34% of portfolio