Geneos Wealth Management Inc. Invesco Actively Mngd ETF Tr S 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 PHDG
# of Institutions
54Shares Held
2.14MCall Options Held
0Put Options Held
0-
First Premier Bank325KShares$12.2 Million2.75% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA212KShares$7.99 Million0.31% of portfolio
-
January Capital Advisors LLC116KShares$4.39 Million3.38% of portfolio
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Philip James Wealth Mangement, LLC Milton, GA115KShares$4.34 Million0.52% of portfolio
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Asset Allocation Strategies LLC Farmington, MI104KShares$3.91 Million0.77% of portfolio