Geneos Wealth Management Inc. Donoghue Forlines Risk Managed Put Options Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DFNV
# of Institutions
20Shares Held
1.61MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc720KShares$25.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL250KShares$8.95 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA237KShares$8.46 Million0.03% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL135KShares$4.81 Million0.28% of portfolio
-
Tradition Wealth Management, LLC49.8KShares$1.78 Million0.16% of portfolio