Geneos Wealth Management Inc. Franklin Dynamic Municipal Bon Call Options Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FLMI
# of Institutions
149Shares Held
20.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.9MShares$72 Million0.02% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC2.27MShares$56.5 Million0.89% of portfolio
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Meeder Advisory Services, Inc. Dublin, OH1.59MShares$39.6 Million2.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.06MShares$26.4 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL827KShares$20.5 Million0.01% of portfolio