Geneos Wealth Management Inc. Wisdomtree U.S. Largecap Fund 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 |
|---|
Others Institutions Holding EPS
# of Institutions
133Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$135 Million1.84% of portfolio
-
Private Wealth Strategies, L.L.C.1.27MShares$80.2 Million14.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$67.8 Million0.03% of portfolio
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Private Advisor Group, LLC1.03MShares$65.3 Million0.36% of portfolio
-
Morgan Stanley New York, NY992KShares$62.6 Million0.0% of portfolio