Genesis Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 3,120 shares of IEI stock, worth $368,752. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,120
Previous 3,120
-0.0%
Holding current value
$368,752
Previous $361 Million
2.24%
% of portfolio
0.3%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
862Shares Held
114MCall Options Held
2.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.43 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$914 Million0.08% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$756 Million0.15% of portfolio
-
Wit, LLC District Of Columbia, DC4.8MShares$568 Million13.97% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.1MShares$485 Million1.04% of portfolio