Geneos Wealth Management Inc. First Tr Ex Td Viii Ft Cboe Ve Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
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 373,346 shares of BUFR stock, worth $12.5 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
373,346
Previous 349,890
6.7%
Holding current value
$12.5 Million
Previous $11.1 Million
12.14%
% of portfolio
0.33%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding BUFR
# of Institutions
477Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio