Geneos Wealth Management Inc. First Trust Vii Alternative Ab Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding FAAR
# of Institutions
82Shares Held
3.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc350KShares$9.67 Million0.0% of portfolio
-
Acg Wealth240KShares$6.63 Million1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$6.37 Million0.0% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX185KShares$5.12 Million0.69% of portfolio
-
Cetera Investment Advisers Schaumburg, IL169KShares$4.66 Million0.01% of portfolio