Geneos Wealth Management Inc. Wisdomtree Floating Rate Treas Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 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 251,821 shares of USFR stock, worth $12.7 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
251,821
Previous 291,776
13.69%
Holding current value
$12.7 Million
Previous $14.7 Million
13.6%
% of portfolio
0.58%
Previous 0.73%
Shares
8 transactions
Others Institutions Holding USFR
# of Institutions
496Shares Held
229MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY24.8MShares$1.25 Billion33.69% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$1.22 Billion0.12% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.04 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$663 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$655 Million0.36% of portfolio