Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,328 shares of AVIE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,328
Previous 3,521 5.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
N/A
-193 Reduced 5.48%
3,328 $0
Q1 2025

May 07, 2025
BUY
N/A
470 Added 15.4%
3,521 $0
Q4 2024

Jan 21, 2025
BUY
N/A
3,051 New
3,051 $0

Others Institutions Holding AVIE

# of Institutions
7
Shares Held
35K
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVIE Quotes by TradingView
  • Ticker AVIE
More about AVIE
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email