Geneos Wealth Management Inc. Proshares Large Cap Core Plus Put Options Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CSM

# of Institutions

93

Shares Held

4.17M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

894K
Shares

$60.8 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.1 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.5 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio

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