Geneos Wealth Management Inc. First Trust ETF Iii Riverfront 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 RFDI
# of Institutions
43Shares Held
1.72MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY461KShares$30 Million0.0% of portfolio
-
River Front Investment Group, LLC Richmond, VA332KShares$21.6 Million0.6% of portfolio
-
Prospera Financial Services Inc127KShares$8.26 Million0.26% of portfolio
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Envestnet Asset Management Inc120KShares$7.8 Million0.0% of portfolio
-
Truist Financial Corp110KShares$7.17 Million0.01% of portfolio