Geneos Wealth Management Inc. Wisdomtree Tr Us Multifactor F Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 722 shares of USMF stock, worth $36,966. This represents 0.0% of its overall portfolio holdings.
Number of Shares
722
Previous 722
-0.0%
Holding current value
$36,966
Previous $35,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding USMF
# of Institutions
73Shares Held
7.83MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.31MShares$67.2 Million0.09% of portfolio
-
Private Wealth Strategies, L.L.C.1.19MShares$61 Million11.04% of portfolio
-
Lido Advisors, LLC Los Angeles, CA825KShares$42.3 Million0.17% of portfolio
-
Great Valley Advisor Group, Inc.490KShares$25.1 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$21.5 Million0.01% of portfolio