Geneos Wealth Management Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 243,148 shares of BSCR stock, worth $4.8 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
243,148
Previous 153,551
58.35%
Holding current value
$4.8 Million
Previous $3.01 Million
58.81%
% of portfolio
0.12%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding BSCR
# of Institutions
384Shares Held
166MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA49.6MShares$978 Million3.76% of portfolio
-
Morgan Stanley New York, NY8.88MShares$175 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.22MShares$123 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.25MShares$104 Million0.04% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.14MShares$102 Million3.75% of portfolio