Geneos Wealth Management Inc. ETF Ser Solution Distillate Us Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
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 3,650 shares of DSTL stock, worth $201,334. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,650
Previous 3,650
-0.0%
Holding current value
$201,334
Previous $197,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DSTL
# of Institutions
142Shares Held
30.1MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$293 Million21.21% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.26MShares$125 Million0.22% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.63MShares$89.9 Million6.21% of portfolio
-
Abacus Planning Group, Inc.1.38MShares$76.2 Million12.69% of portfolio
-
Madison Asset Management, LLC Madison, WI1.35MShares$74.2 Million0.91% of portfolio