Geo Wealth Management, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Geo Wealth Management, LLC holds 4,815 shares of DEED stock, worth $100,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,815

Previous 5,898 18.36%

Holding current value

$100,729

Previous $128,000 22.66%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$20.56 - $21.8 $22,266 - $23,609	-1,083 Reduced 18.36%	4,815 $99,000
Q3 2024 Nov 12, 2024	SELL	$20.51 - $21.98 $208,320 - $223,250	-10,157 Reduced 63.26%	5,898 $128,000
Q2 2024 Aug 12, 2024	SELL	$19.92 - $20.94 $87,229 - $91,696	-4,379 Reduced 21.43%	16,055 $331,000
Q1 2024 May 15, 2024	SELL	$20.4 - $21.11 $416,853 - $431,361	-20,434 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$20.4 - $21.11 $250,103 - $258,808	-12,260 Reduced 37.5%	20,434 $423,000
Q4 2023 Feb 13, 2024	SELL	$19.32 - $21.23 $248,687 - $273,272	-12,872 Reduced 28.25%	32,694 $693,000
Q3 2023 Nov 13, 2023	BUY	$19.97 - $21.34 $119,580 - $127,783	5,988 Added 15.13%	45,566 $909,000
Q2 2023 Aug 10, 2023	BUY	$21.14 - $21.92 $86,652 - $89,850	4,099 Added 11.55%	39,578 $844,000
Q1 2023 May 12, 2023	SELL	$21.0 - $22.1 $417,858 - $439,745	-19,898 Reduced 35.93%	35,479 $768,000
Q4 2022 Feb 13, 2023	SELL	$20.43 - $21.75 $1.52 Million - $1.62 Million	-74,524 Reduced 57.37%	55,377 $1.17 Million
Q3 2022 Nov 14, 2022	BUY	$21.26 - $23.46 $155,750 - $171,867	7,326 Added 5.98%	129,901 $2.79 Million
Q2 2022 Aug 12, 2022	BUY	$22.27 - $24.14 $68,947 - $74,737	3,096 Added 2.59%	122,575 $2.79 Million
Q1 2022 May 13, 2022	BUY	$24.06 - $25.68 $35,031 - $37,390	1,456 Added 1.23%	119,479 $2.89 Million
Q4 2021 Feb 14, 2022	BUY	$25.65 - $25.96 $2.18 Million - $2.21 Million	85,066 Added 258.11%	118,023 $3.03 Million
Q3 2021 Nov 12, 2021	BUY	$25.86 - $26.11 $852,268 - $860,507	32,957 New	32,957 $854,000

Others Institutions Holding DEED

# of Institutions

Shares Held

2.62M

Call Options Held

Put Options Held

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About FIRST TR EXCH TRD FD VIII FIRS

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Geo Wealth Management, LLC First Tr Exch Trd Fd Viii Firs Transaction History