Geneos Wealth Management Inc. Wisdomtree Tr Intl Largecap Di Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,960 shares of DOL stock, worth $264,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,960
Previous 5,504
9.88%
Holding current value
$264,120
Previous $284,000
11.62%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding DOL
# of Institutions
97Shares Held
8.27MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.8MShares$149 Million0.15% of portfolio
-
Huntington National Bank Columbus, OH848KShares$45.2 Million0.34% of portfolio
-
Morgan Stanley New York, NY531KShares$28.3 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.3 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY361KShares$19.2 Million0.0% of portfolio