Geneos Wealth Management Inc. Trust For Professional Mgrs Ma Call Options Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MINN
# of Institutions
16Shares Held
167KCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL44.3KShares$987,0080.14% of portfolio
-
Commonwealth Equity Services, LLC25KShares$556,7890.0% of portfolio
-
Moloney Securities Asset Management, LLC19.5KShares$434,0700.06% of portfolio
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Buckingham Strategic Partners Saint Louis, MO15.5KShares$344,5620.01% of portfolio
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Cambridge Investment Research Advisors, Inc.12.8KShares$285,4390.0% of portfolio