Geneos Wealth Management Inc. First Tr ETF Vi Dorseywright D Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DALI
# of Institutions
18Shares Held
4.08MCall Options Held
0Put Options Held
0-
Strid Group, LLC3.65MShares$103 Million13.49% of portfolio
-
Prospera Financial Services Inc160KShares$4.54 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC75KShares$2.13 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ56.7KShares$1.61 Million0.01% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ46.2KShares$1.31 Million0.0% of portfolio