Geo Wealth Management, LLC Global X Fds Cloud Computing E Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$21.2 - $23.47 $270,681 - $299,664	-12,768 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$21.2 - $23.47 $57,833 - $64,026	-2,728 Reduced 17.6%	12,768 $277,000
Q4 2023 Feb 13, 2024	SELL	$17.46 - $22.98 $11,663 - $15,350	-668 Reduced 4.13%	15,496 $351,000
Q3 2023 Nov 13, 2023	BUY	$18.42 - $21.41 $14,514 - $16,871	788 Added 5.12%	16,164 $304,000
Q2 2023 Aug 10, 2023	BUY	$16.04 - $20.45 $8,084 - $10,306	504 Added 3.39%	15,376 $305,000

Q1 2023 May 12, 2023	SELL	$15.91 - $19.32 $16,069 - $19,513	-1,010 Reduced 6.36%	14,872 $272,000
Q4 2022 Feb 13, 2023	BUY	$14.56 - $17.15 $50,173 - $59,098	3,446 Added 27.71%	15,882 $255,000
Q3 2022 Nov 14, 2022	BUY	N/A	932 Added 8.1%	12,436 $197,000
Q2 2022 Aug 12, 2022	BUY	N/A	68 Added 0.59%	11,504 $189,000
Q1 2022 May 13, 2022	BUY	N/A	2,118 Added 22.73%	11,436 $248,000
Q4 2021 Feb 14, 2022	BUY	N/A	1,108 Added 13.5%	9,318 $245,000
Q3 2021 Nov 12, 2021	SELL	N/A	-14,969 Reduced 64.58%	8,210 $240,000
Q2 2021 Aug 17, 2021	BUY	N/A	1,921 Added 9.04%	23,179 $664,000
Q1 2021 May 13, 2021	SELL	N/A	-3,898 Reduced 15.5%	21,258 $546,000
Q4 2020 Feb 12, 2021	BUY	N/A	15,493 Added 160.33%	25,156 $708,000
Q3 2020 Nov 13, 2020	BUY	N/A	9,663 New	9,663 $235,000
Q4 2019 Feb 13, 2020	SELL	N/A	-11,401 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	11,401 New	11,401 $167,000

Others Institutions Holding CLOU

# of Institutions

118

Shares Held

9.48M

Call Options Held

83.3K

Put Options Held

110K

Daiwa Securities Group Inc. Tokyo, M0

1.6M
Shares

$31.7 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

1.22M
Shares

$24.2 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

700K
Shares

$13.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

609K
Shares

$12.1 Million
0.01% of portfolio
Meitav Dash Investments LTD

593K
Shares

$11.8 Million
0.26% of portfolio

About GLOBAL X FDS CLOUD COMPUTING E

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