Geneos Wealth Management Inc. Two Rds Shared Tr Affinity Wor Call Options Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding WLDR
# of Institutions
16Shares Held
1.46MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR766KShares$22.5 Million1.22% of portfolio
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Silverhawk Asset Management, LLC549KShares$16.1 Million11.77% of portfolio
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Geo Wealth Management, LLC Chicago, IL64.1KShares$1.88 Million0.07% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI17.1KShares$503,2590.06% of portfolio
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Maripau Wealth Management LLC Fort Wayne, IN16.9KShares$497,2700.32% of portfolio