Geneos Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Put Options Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$151 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC841KShares$96 Million0.01% of portfolio
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Assetmark, Inc763KShares$87 Million0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC673KShares$76.8 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$44.8 Million0.01% of portfolio