Geneos Wealth Management Inc. Select Sector Spdr Tr Real Est Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 123,965 shares of XLRE stock, worth $5.05 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
123,965
Previous 47,844
159.1%
Holding current value
$5.05 Million
Previous $1.84 Million
201.42%
% of portfolio
0.21%
Previous 0.08%
Shares
33 transactions
Others Institutions Holding XLRE
# of Institutions
823Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.19 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$820 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$285 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$202 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$177 Million0.09% of portfolio