Geneos Wealth Management Inc. Agf Invts Tr Agfiq Us Mkt Neut Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Agf Invts Tr Agfiq Us Mkt Neut stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 33,550 shares of BTAL stock, worth $692,807. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,550
Previous 43,750
23.31%
Holding current value
$692,807
Previous $788,000
16.5%
% of portfolio
0.03%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding BTAL
# of Institutions
68Shares Held
10.1MCall Options Held
0Put Options Held
0-
Federation Des Caisses Desjardins Du Quebec Levis, A82.37MShares$49 Million0.27% of portfolio
-
Tmd Wealth Management, LLC1.26MShares$26 Million6.37% of portfolio
-
Tactive Advisors, LLC Jacksonville, FL701KShares$14.5 Million6.72% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS696KShares$14.4 Million0.17% of portfolio
-
Morgan Stanley New York, NY654KShares$13.5 Million0.0% of portfolio