Geneos Wealth Management Inc. Strategy Shs Day Hagan/Ned Dav Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$30.73 - $35.86 $28,517 - $33,278	-928 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$34.28 - $37.53 $31,811 - $34,827	928 New	928 $33,000

Others Institutions Holding SSUS

# of Institutions

80

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.4M
Shares

$55.2 Million
0.8% of portfolio
Cwm, LLC

1.38M
Shares

$54.4 Million
0.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.07M
Shares

$42.1 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

900K
Shares

$35.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

812K
Shares

$32.1 Million
0.02% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSUS
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