Geneos Wealth Management Inc. Sei Exchange Traded Fds Enhncd Call Options Transaction History
Geneos Wealth Management Inc.
- $3.65 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 SEIM
# of Institutions
48Shares Held
12.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA10.6MShares$386 Million0.51% of portfolio
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Envestnet Asset Management Inc237KShares$8.59 Million0.0% of portfolio
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Truist Financial Corp224KShares$8.15 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA212KShares$7.7 Million3.98% of portfolio
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K2 Financial Inc. Glendora, CA87.9KShares$3.19 Million2.85% of portfolio