Geo Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,973 shares of CTA stock, worth $339,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,973
Previous 22,733 47.33%
Holding current value
$339,913
Previous $634,000 44.16%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$27.81 - $30.21 $299,235 - $325,059
-10,760 Reduced 47.33%
11,973 $354,000
Q4 2024

Feb 13, 2025
SELL
$25.8 - $28.97 $144,170 - $161,884
-5,588 Reduced 19.73%
22,733 $634,000
Q3 2024

Nov 12, 2024
BUY
$25.73 - $27.07 $696,356 - $732,622
27,064 Added 2153.06%
28,321 $736,000
Q2 2024

Aug 12, 2024
BUY
$25.27 - $28.23 $6,519 - $7,283
258 Added 25.83%
1,257 $33,000
Q1 2024

May 15, 2024
SELL
$23.53 - $25.79 $23,506 - $25,764
-999 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$23.53 - $25.79 $23,506 - $25,764
999 New
999 $24,000

Others Institutions Holding CTA

# of Institutions
177
Shares Held
20.7M
Call Options Held
11K
Put Options Held
16.1K
View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

CTA Quotes by TradingView
  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
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