Geneos Wealth Management Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 121,594 shares of BUFR stock, worth $3.78 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
121,594
Previous 112,334
8.24%
Holding current value
$3.78 Million
Previous $3.36 Million
10.34%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
366Shares Held
150MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.06 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$258 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$230 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$157 Million0.36% of portfolio