Geneos Wealth Management Inc. First Tr Value Line Divid Inde 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

No transaction found.

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

19.9M
Shares

$912 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$811 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$297 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$280 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$273 Million
0.1% of portfolio

About FIRST TR VALUE LINE DIVID INDE

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