Geneos Wealth Management Inc. Bny Mellon ETF Tr Us Mid Cap C 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 BKMC
# of Institutions
29Shares Held
4.37MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX3.95MShares$422 Million10.83% of portfolio
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Dfpg Investments, LLC145KShares$15.5 Million1.02% of portfolio
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Diversify Wealth Management, LLC Sandy, UT135KShares$14.4 Million1.07% of portfolio
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Diversify Advisory Services, LLC Sandy, UT40.6KShares$4.34 Million0.23% of portfolio
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Zhang Financial LLC12.3KShares$1.31 Million0.07% of portfolio