Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Call Options Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AESR
# of Institutions
21Shares Held
7.71MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.96MShares$86.5 Million1.76% of portfolio
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First International Bank & Trust Watford City, ND1.06MShares$18.5 Million5.99% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA813KShares$14.2 Million5.35% of portfolio
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Slt Holdings LLC Scottsdale, AZ149KShares$2.6 Million2.39% of portfolio
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Independent Advisor Alliance91.3KShares$1.59 Million0.02% of portfolio