Geneos Wealth Management Inc. Davis Fundamental ETF Tr Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 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 77,444 shares of DUSA stock, worth $3.12 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
77,444
Previous 72,645
6.61%
Holding current value
$3.12 Million
Previous $2.93 Million
7.26%
% of portfolio
0.14%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding DUSA
# of Institutions
68Shares Held
10.1MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$136 Million0.8% of portfolio
-
Morgan Stanley New York, NY2.7MShares$109 Million0.01% of portfolio
-
Kestra Advisory Services, LLC799KShares$32.2 Million0.18% of portfolio
-
Ubs Group Ag455KShares$18.3 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL261KShares$10.5 Million0.01% of portfolio