Geneos Wealth Management Inc. Ubs Ag Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
A detailed history of Geneos Wealth Management Inc. transactions in Ubs Ag stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 240 shares of BDCZ stock, worth $4,826. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240
Previous 240
-0.0%
Holding current value
$4,826
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding BDCZ
# of Institutions
12Shares Held
130KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$937,1050.22% of portfolio
-
Eudaimonia Advisors LLC Winchester, TN34.7KShares$697,8770.36% of portfolio
-
Creative One Wealth, LLC Overland Park, KS21.5KShares$433,3100.02% of portfolio
-
Hilltop Holdings Inc. Dallas, TX15.9KShares$320,0900.03% of portfolio
-
Lindbrook Capital, LLC4KShares$80,4400.01% of portfolio