Geneos Wealth Management Inc. Two Rds Shared Tranfield Us Eq Call Options Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 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
7.37MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.84MShares$85 Million1.84% of portfolio
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First International Bank & Trust Watford City, ND1.07MShares$18.9 Million5.95% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA809KShares$14.2 Million5.39% of portfolio
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Provence Wealth Management Group70.7KShares$1.24 Million0.53% of portfolio
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Mosley Wealth Management Anaheim, CA43.8KShares$768,9150.52% of portfolio