Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 07-23-2024 | 06-30-2024 | 2053 | 2,252,508,310 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SEALED AIR CORP NEW | COM | 1501 | $49,611 | 1,426 | 0.00 | 0.00 | -21 | -1.45 | 06-30-2024 |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | 1502 | $49,552 | 1,397 | 0.00 | 0.00 | -44 | -3.05 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 1503 | $49,139 | 2,502 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANECK ETF TRUST | ENVIRONMENTAL SR | 1504 | $49,118 | 288 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
