Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Call Options Transaction History
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AESR
# of Institutions
17Shares Held
5.82MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC3.16MShares$51.9 Million1.37% of portfolio
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First International Bank & Trust Watford City, ND1.15MShares$18.9 Million6.18% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA804KShares$13.2 Million6.04% of portfolio
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Provence Wealth Management Group70.7KShares$1.16 Million0.53% of portfolio
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE61KShares$1 Million0.05% of portfolio