Geneos Wealth Management Inc. ETF Ser Solutions Aptus Define Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in ETF Ser Solutions Aptus Define stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 179 shares of DRSK stock, worth $5,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
179
Previous 291
38.49%
Holding current value
$5,020
Previous $7,000
42.86%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding DRSK
# of Institutions
61Shares Held
25.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.77MShares$190 Million3.5% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL2.68MShares$75 Million0.1% of portfolio
-
Sugarloaf Wealth Management, LLC2.31MShares$64.8 Million13.56% of portfolio
-
Guardian Wealth Advisors, LLC Raleigh, NC2.15MShares$60.3 Million7.7% of portfolio
-
Integrated Wealth Concepts LLC2.04MShares$57.2 Million0.78% of portfolio