A detailed history of Geo Wealth Management, LLC transactions in Pacer Lunt Large Cap Altenator stock. As of the latest transaction made, Geo Wealth Management, LLC holds 19,337 shares of ALTL stock, worth $761,877. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,337
Previous 13,835 39.77%
Holding current value
$761,877
Previous $478,000 54.18%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$34.35 - $38.22 $188,993 - $210,286
5,502 Added 39.77%
19,337 $737,000
Q2 2024

Aug 12, 2024

BUY
$33.31 - $35.37 $65,320 - $69,360
1,961 Added 16.52%
13,835 $478,000
Q1 2024

May 15, 2024

SELL
$32.71 - $35.04 $388,398 - $416,064
-11,874 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$32.71 - $35.04 $51,845 - $55,538
-1,585 Reduced 11.78%
11,874 $416,000
Q4 2023

Feb 13, 2024

SELL
$31.16 - $34.73 $257,880 - $287,425
-8,276 Reduced 38.08%
13,459 $452,000
Q3 2023

Nov 13, 2023

BUY
$33.81 - $39.62 $93,890 - $110,024
2,777 Added 14.65%
21,735 $748,000
Q2 2023

Aug 10, 2023

BUY
$34.25 - $37.7 $361,234 - $397,621
10,547 Added 125.4%
18,958 $711,000
Q1 2023

May 12, 2023

BUY
$35.68 - $41.76 $10,704 - $12,528
300 Added 3.7%
8,411 $319,000
Q4 2022

Feb 13, 2023

BUY
$35.1 - $41.51 $284,696 - $336,687
8,111 New
8,111 $328,000

Others Institutions Holding ALTL

About PACER LUNT LARGE CAP ALTENATOR


  • Ticker ALTL
  • Sector Technology
More about ALTL
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.