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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOXCEL THERAPEUTICS INC | COM | 3151 | $6,000 | 150 | 0.00 | 0.00 | 50 | 50.00 | 09-30-2020 |
| ACORDA THERAPEUTICS INC | COM | 3152 | $6,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| ISHARES TR | A RATE CP BD ETF | 3153 | $5,951 | 127 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 3154 | $5,883 | 125 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
