Geo Wealth Management, LLC Two Rds Shared Tranfield Us Eq Call Options Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AESR
# of Institutions
26Shares Held
7.38MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.66MShares$96.4 Million1.53% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA815KShares$16.9 Million5.43% of portfolio
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First International Bank & Trust Watford City, ND716KShares$14.8 Million5.06% of portfolio
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Geneos Wealth Management Inc.430KShares$8.91 Million0.24% of portfolio
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Xy Planning Network, Inc. Bozeman, MT237KShares$4.9 Million1.53% of portfolio