Geneos Wealth Management Inc. Invesco Bulletshares 2026 Muni Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Invesco Bulletshares 2026 Muni stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 375 shares of BSMQ stock, worth $8,883. This represents 0.0% of its overall portfolio holdings.
Number of Shares
375
Previous 375
-0.0%
Holding current value
$8,883
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSMQ
# of Institutions
132Shares Held
6.78MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA599KShares$14.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY377KShares$8.94 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC360KShares$8.52 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC315KShares$7.46 Million0.01% of portfolio
-
Truist Financial Corp300KShares$7.11 Million0.01% of portfolio