Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 688 shares of USMF stock, worth $34,799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
688
Previous 688
-0.0%
Holding current value
$34,799
Previous $31,000
6.45%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USMF
# of Institutions
62Shares Held
5.26MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.29MShares$65.3 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$60.3 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$23.5 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA368KShares$18.6 Million10.7% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL306KShares$15.5 Million0.02% of portfolio