Geneos Wealth Management Inc. First Tr Exchange Traded Fd Vi Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AFSM
# of Institutions
13Shares Held
249KCall Options Held
0Put Options Held
0-
Beacon Financial Advisory LLC125KShares$4.1 Million1.43% of portfolio
-
Bka Wealth Consulting, Inc.32.8KShares$1.07 Million1.1% of portfolio
-
Prospera Financial Services Inc18.5KShares$603,4990.01% of portfolio
-
Snowden Capital Advisors LLC New York, NY16.5KShares$539,2240.02% of portfolio
-
Creative Financial Designs Inc16.3KShares$533,0090.04% of portfolio