Geneos Wealth Management Inc. J P Morgan Exchg Traded Fd Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,596 shares of BBUS stock, worth $616,063. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,596
Previous 5,162
8.41%
Holding current value
$616,063
Previous $534,000
10.86%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding BBUS
# of Institutions
136Shares Held
16.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$408 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$244 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$146 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$129 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.1MShares$121 Million4.7% of portfolio