Geneos Wealth Management Inc. Invesco Exchange Traded Fd Tr Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,885 shares of XLG stock, worth $201,165. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,885
Previous 4,645
16.36%
Holding current value
$201,165
Previous $213,000
16.43%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding XLG
# of Institutions
555Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.45 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$550 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$370 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$219 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$174 Million0.03% of portfolio