Geneos Wealth Management Inc. ETF Ser Solution Distillate Us Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
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 1,875 shares of DSTL stock, worth $97,575. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,875
-0.0%
Holding current value
$97,575
Previous $106,000
3.77%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DSTL
# of Institutions
146Shares Held
37MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$277 Million21.21% of portfolio
-
Sequoia Financial Advisors, LLC5.26MShares$274 Million2.47% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN1.62MShares$84.6 Million5.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.45MShares$75.5 Million0.16% of portfolio
-
Abacus Planning Group, Inc.1.43MShares$74.3 Million13.91% of portfolio