Geneos Wealth Management Inc. Davis Fundamental ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 87,043 shares of DUSA stock, worth $3.71 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
87,043
Previous 83,313
4.48%
Holding current value
$3.71 Million
Previous $3.47 Million
5.56%
% of portfolio
0.13%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding DUSA
# of Institutions
77Shares Held
11.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.58MShares$153 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$145 Million0.85% of portfolio
-
Kestra Advisory Services, LLC846KShares$36.1 Million0.21% of portfolio
-
Ubs Group Ag382KShares$16.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC300KShares$12.8 Million0.0% of portfolio