Geneos Wealth Management Inc. First Tr Exchange Traded Fd Vi Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 6,098 shares of XPND stock, worth $185,806. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,098
Previous 6,821
10.6%
Holding current value
$185,806
Previous $191,000
8.38%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XPND
# of Institutions
11Shares Held
393KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ221KShares$6.74 Million0.02% of portfolio
-
Cambridge Investment Research Advisors, Inc.32.7KShares$996,3690.0% of portfolio
-
Harvest Investment Services, LLC28.1KShares$855,2310.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL24.8KShares$754,7110.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ23.3KShares$709,5240.48% of portfolio