Geo Wealth Management, LLC Wisdomtree Yield Enhanced U.S. Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding AGGY
# of Institutions
163Shares Held
20.3MCall Options Held
2.4KPut Options Held
0-
Bank Of America Corp Charlotte, NC4.08MShares$177 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.16MShares$50.5 Million0.02% of portfolio
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Cwm, LLC1.13MShares$49.3 Million0.22% of portfolio
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Envestnet Asset Management Inc1.09MShares$47.1 Million0.02% of portfolio
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Mercer Global Advisors Inc Denver, CO991KShares$43.1 Million0.1% of portfolio