Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT INC | 05-03-2024 | 03-31-2024 | 2121 | 2,183,786,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVEO PHARMACEUTICALS INC | COM NEW | 3501 | $4,000 | 800 | 0.00 | 800 | +Inf | 09-30-2020 | |
| BETTERWARE DE MXC S A B C | SHS NEW | 3502 | $3,996 | 200 | 0.00 | 0.00 | -100 | -33.33 | 03-31-2024 |
| METTLER TOLEDO INTERNATIONAL | COM | 3503 | $3,994 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | 3504 | $3,976 | 142 | 0.00 | 142 | +Inf | 03-31-2024 |
