Geneos Wealth Management Inc. Ishares Msci Usa Min Vol Facto Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 521,610 shares of USMV stock, worth $43.8 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
521,610
Previous 518,679
0.57%
Holding current value
$43.8 Million
Previous $40.5 Million
7.72%
% of portfolio
2.01%
Previous 2.01%
Shares
33 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio