Geneos Wealth Management Inc. First Tr ETF Viii Tcw Unconstr 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 UCON
# of Institutions
307Shares Held
119MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$307 Million0.12% of portfolio
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Ubs Group Ag9.13MShares$226 Million0.04% of portfolio
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Morgan Stanley New York, NY7.23MShares$179 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA5.11MShares$126 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.83MShares$119 Million0.01% of portfolio