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
24Shares Held
8.02MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.13MShares$92 Million1.66% of portfolio
-
First International Bank & Trust Watford City, ND1MShares$17.9 Million5.23% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA833KShares$14.9 Million5.32% of portfolio
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Slt Holdings LLC Scottsdale, AZ144KShares$2.58 Million2.23% of portfolio
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Geo Wealth Management, LLC Chicago, IL120KShares$2.16 Million0.09% of portfolio