Geneos Wealth Management Inc. Ishares Esg Advanced Msci Usa Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 713 shares of USXF stock, worth $35,920. This represents 0.0% of its overall portfolio holdings.
Number of Shares
713
Previous 724
1.52%
Holding current value
$35,920
Previous $35,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding USXF
# of Institutions
245Shares Held
19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$229 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$136 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$68.5 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.4 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.5 Million0.01% of portfolio