Geneos Wealth Management Inc. Invesco Exc Self Ind Tr Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 270,943 shares of BSCU stock, worth $4.6 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
270,943
Previous 25,216
974.49%
Holding current value
$4.6 Million
Previous $418,000
987.56%
% of portfolio
0.12%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding BSCU
# of Institutions
233Shares Held
86.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.93MShares$135 Million1.19% of portfolio
-
Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.77MShares$81 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.5 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC3.88MShares$66 Million3.84% of portfolio