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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTIMMUNE INC | COM NEW | 2551 | $12,000 | 1,000 | 0.00 | 1,000 | +Inf | 09-30-2020 | |
| SCIENCE APPLICATIONS INTL CO | COM | 2552 | $11,990 | 102 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR DOW JONES SELECT MI | COM SHS ANNUAL | 2553 | $11,988 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MURPHY OIL CORP | COM | 2554 | $11,960 | 290 | 0.00 | 0.00 | -29 | -9.09 | 06-30-2024 |
