Geneos Wealth Management Inc. Global X Fds Adaptive U S Fact Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,306 shares of AUSF stock, worth $231,076. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,306
Previous 3,148
68.55%
Holding current value
$231,076
Previous $134,000
65.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AUSF
# of Institutions
42Shares Held
6.26MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.75MShares$207 Million0.43% of portfolio
-
Tidemark, LLC San Diego, CA266KShares$11.6 Million4.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC206KShares$8.96 Million0.0% of portfolio
-
Private Advisor Group, LLC200KShares$8.72 Million0.05% of portfolio
-
Channel Wealth LLC Santa Barbara, CA143KShares$6.23 Million1.96% of portfolio