Geneos Wealth Management Inc. Listed Fds Tr Core Alternative Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding CCOR
# of Institutions
42Shares Held
5.45MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$41.4 Million4.55% of portfolio
-
Alaska Permanent Capital Management763KShares$20.5 Million1.6% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19.6 Million0.28% of portfolio
-
Envestnet Asset Management Inc538KShares$14.4 Million0.0% of portfolio
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Apcm Wealth Management For Individuals466KShares$12.5 Million1.86% of portfolio