Gen Wealth Group, Inc. Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Gen Wealth Group, Inc.
- $492 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RAFE
# of Institutions
27Shares Held
1.48MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR507KShares$19.2 Million9.24% of portfolio
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Northwest Bancshares, Inc. Warren, PA161KShares$6.1 Million1.09% of portfolio
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Arlington Financial Advisors, LLC133KShares$5.05 Million1.05% of portfolio
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Commonwealth Equity Services, LLC118KShares$4.49 Million0.01% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA110KShares$4.18 Million3.2% of portfolio