Geo Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
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 22,733 shares of CTA stock, worth $676,534. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,733
Previous 28,321
19.73%
Holding current value
$676,534
Previous $736,000
13.86%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$20.2 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.7 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.9 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.5 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.5 Million0.0% of portfolio