Geneos Wealth Management Inc. Pacer Fds Tr Trendpilot Us Mid Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Pacer Fds Tr Trendpilot Us Mid stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 46,458 shares of PTMC stock, worth $1.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
46,458
Previous 35,180
32.06%
Holding current value
$1.8 Million
Previous $1.31 Million
31.26%
% of portfolio
0.06%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding PTMC
# of Institutions
70Shares Held
7.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$40 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA937KShares$36.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY833KShares$32.3 Million0.0% of portfolio
-
O Donnell Financial Services, LLC515KShares$20 Million9.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC500KShares$19.4 Million0.01% of portfolio