Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Call Options Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
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
26Shares Held
7.99MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.13MShares$99 Million1.66% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA833KShares$16.1 Million5.32% of portfolio
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First International Bank & Trust Watford City, ND746KShares$14.4 Million4.92% of portfolio
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Xy Planning Network, Inc. Bozeman, MT237KShares$4.57 Million1.53% of portfolio
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Slt Holdings LLC Scottsdale, AZ135KShares$2.6 Million1.9% of portfolio