Geneos Wealth Management Inc. Sei Exchange Traded Fds Enhncd 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 SEIM
# of Institutions
54Shares Held
12.8MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA10.7MShares$481 Million0.55% of portfolio
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Envestnet Asset Management Inc233KShares$10.4 Million0.0% of portfolio
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Truist Financial Corp221KShares$9.89 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA212KShares$9.5 Million3.98% of portfolio
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S&T Bank Indiana, PA180KShares$8.08 Million2.46% of portfolio