Geneos Wealth Management Inc. First Tr Exchange Trded Fd Vi Call Options Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.28M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$12.1 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

582K
Shares

$9.82 Million
3.6% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.82 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.56 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

158K
Shares

$2.66 Million
0.71% of portfolio

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