Geneos Wealth Management Inc. First Trust Multi Asset Divers Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,815 shares of MDIV stock, worth $62,413. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,815
Previous 2,500
52.6%
Holding current value
$62,413
Previous $39,000
51.28%
% of portfolio
0.0%
Previous 0.0%
Shares
34 transactions
Others Institutions Holding MDIV
# of Institutions
98Shares Held
8.59MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.35MShares$22.1 Million3.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$12.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY765KShares$12.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC571KShares$9.34 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC504KShares$8.24 Million0.01% of portfolio