Geneos Wealth Management Inc. Invesco Bulletshares 2028 Muni Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 3,100 shares of BSMS stock, worth $72,726. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,100Holding current value
$72,726% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BSMS
# of Institutions
113Shares Held
6.61MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$10 Million0.0% of portfolio
-
Morgan Stanley New York, NY415KShares$9.74 Million0.0% of portfolio
-
Truist Financial Corp295KShares$6.91 Million0.01% of portfolio
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Commonwealth Equity Services, LLC264KShares$6.19 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA256KShares$6 Million0.0% of portfolio