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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOTELEMETRY INC | COM | 3701 | $3,000 | 50 | 0.00 | 50 | +Inf | 09-30-2018 | |
| REATA PHARMACEUTICALS INC | CL A | 3702 | $3,000 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2020 |
| RIVERNORTH DOUBLELINE STRATE | COM | 3703 | $2,984 | 345 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO MUN OPPORTUNITY TR | COM | 3704 | $2,974 | 295 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
