Geneos Wealth Management Inc. Cambria Foreign Shareholder Yi 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 |
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Others Institutions Holding FYLD
# of Institutions
64Shares Held
9.43MCall Options Held
0Put Options Held
0-
Smith Anglin Financial, LLC2.19MShares$56.5 Million5.96% of portfolio
-
Cambria Investment Management, L.P.944KShares$24.4 Million1.65% of portfolio
-
Raymond James & Associates St Petersburg, FL581KShares$15 Million0.01% of portfolio
-
Cwm, LLC529KShares$13.7 Million0.06% of portfolio
-
Rothschild Investment LLC Chicago, IL478KShares$12.4 Million0.87% of portfolio