Geo Wealth Management, LLC Global X Fds Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Geo Wealth Management, LLC holds 615 shares of CEFA stock, worth $18,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares

615

Holding current value

$18,486

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$29.34 - $33.01 $18,044 - $20,301	615 New	615 $20,000

Others Institutions Holding CEFA

# of Institutions

Shares Held

72.2K

Call Options Held

Put Options Held

Royal Bank Of Canada Toronto, A6

22.1K
Shares

$664,326
0.0% of portfolio
Alesco Advisors LLC Pittsford, NY

12.5K
Shares

$375,750
0.01% of portfolio
Nottingham Advisors, Inc. Amherst, NY

12.2K
Shares

$365,920
0.05% of portfolio
Gradient Investments LLC

7.72K
Shares

$232,003
0.01% of portfolio
Envestnet Asset Management Inc

7.67K
Shares

$230,680
0.0% of portfolio

View Full List

About GLOBAL X FDS

Ticker CEFA

More about CEFA

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