Geneos Wealth Management Inc. First Trust Small Cap Growth A 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 FYC
# of Institutions
113Shares Held
4.64MCall Options Held
23KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC671KShares$64 Million0.02% of portfolio
-
Morgan Stanley New York, NY478KShares$45.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA314KShares$29.9 Million0.01% of portfolio
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First Trust Advisors LP Wheaton, IL255KShares$24.3 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC246KShares$23.5 Million0.0% of portfolio