Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 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 1,390 shares of USMF stock, worth $71,765. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,390
Previous 688
102.03%
Holding current value
$71,765
Previous $33,000
109.09%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding USMF
# of Institutions
70Shares Held
8.75MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.34MShares$121 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.29MShares$66.5 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61.5 Million11.04% of portfolio
-
Great Valley Advisor Group, Inc.464KShares$24 Million0.59% of portfolio
-
Team Financial Group, LLC Temecula, CA379KShares$19.6 Million10.8% of portfolio