Geneos Wealth Management Inc. ETF Ser Solution Distillate Us Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in ETF Ser Solution Distillate Us stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,875 shares of DSTL stock, worth $106,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$106,556
Previous $106,000
3.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
132Shares Held
28.7MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.49MShares$312 Million22.2% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.67MShares$94.6 Million6.0% of portfolio
-
Madison Asset Management, LLC Madison, WI1.42MShares$80.5 Million1.0% of portfolio
-
Abacus Planning Group, Inc.1.35MShares$76.5 Million14.01% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.12MShares$63.8 Million0.19% of portfolio