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 |
|---|---|---|---|---|---|---|---|---|---|
| MV OIL TR | TR UNITS | 4251 | $1,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2018 |
| IQIYI INC | SPONSORED ADS | 4252 | $1,000 | 100 | 0.00 | 0.00 | 50 | 100.00 | 03-31-2020 |
| CAN FITE BIOFARMA LTD | SPONSORED ADS | 4253 | $1,000 | 666 | 0.00 | 666 | +Inf | 09-30-2020 |
