Geo Wealth Management, LLC Listed Fds Tr Core Alternative Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Listed Fds Tr Core Alternative stock. As of the latest transaction made, Geo Wealth Management, LLC holds 34,424 shares of CCOR stock, worth $927,038. This represents 0.04% of its overall portfolio holdings.
Number of Shares
34,424
Previous 15,001
129.48%
Holding current value
$927,038
Previous $384,000
139.58%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CCOR
# of Institutions
35Shares Held
3.99MCall Options Held
0Put Options Held
0-
Institutional & Family Asset Management, LLC1.54MShares$41.6 Million4.55% of portfolio
-
Frontier Wealth Management LLC Kansas City, MO732KShares$19.7 Million0.28% of portfolio
-
Envestnet Asset Management Inc362KShares$9.74 Million0.0% of portfolio
-
Cwm, LLC305KShares$8.21 Million0.03% of portfolio
-
Quantitative Advantage, LLC Minnetonka, MN227KShares$6.1 Million0.98% of portfolio