Geneos Wealth Management Inc. Two Rds Shared Tr Affinity Wor Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding WLDR
# of Institutions
16Shares Held
1.46MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR766KShares$22.6 Million1.22% of portfolio
-
Silverhawk Asset Management, LLC549KShares$16.2 Million11.77% of portfolio
-
Geo Wealth Management, LLC Chicago, IL64.1KShares$1.89 Million0.07% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI17.1KShares$506,1730.06% of portfolio
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Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$500,1490.32% of portfolio