Geo Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
88Shares Held
2.11MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC191KShares$8.09 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.43 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE108KShares$4.61 Million1.52% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$3.9 Million0.12% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ80.6KShares$3.42 Million0.01% of portfolio