Geneos Wealth Management Inc. Northern Lts Fd Tr Iv Call Options Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISMD

# of Institutions

70

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Inspire Advisors, LLC Meridian, ID

1.32M
Shares

$50.9 Million
6.8% of portfolio
Pax Financial Group, LLC San Antonio, TX

255K
Shares

$9.83 Million
1.82% of portfolio
Creative One Wealth, LLC Overland Park, KS

244K
Shares

$9.4 Million
0.34% of portfolio
Inspire Investing, LLC Meridian, ID

234K
Shares

$9.03 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

158K
Shares

$6.1 Million
0.0% of portfolio

About NORTHERN LTS FD TR IV

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