Geo Wealth Management, LLC Global X Fds Telemedicine & Di Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$8.49 - $9.54 $13,558 - $15,235	-1,597 Reduced 17.28%	7,646 $66,000
Q1 2024 May 15, 2024	SELL	$9.18 - $9.98 $84,850 - $92,245	-9,243 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$9.18 - $9.98 $13,568 - $14,750	1,478 Added 19.03%	9,243 $87,000
Q4 2023 Feb 13, 2024	SELL	$8.09 - $10.27 $21,931 - $27,841	-2,711 Reduced 25.88%	7,765 $78,000
Q3 2023 Nov 13, 2023	BUY	$8.98 - $12.06 $15,984 - $21,466	1,780 Added 20.47%	10,476 $96,000
Q2 2023 Aug 10, 2023	BUY	$11.08 - $12.05 $65,759 - $71,516	5,935 Added 214.96%	8,696 $101,000
Q1 2023 May 12, 2023	BUY	$11.04 - $12.99 $11,647 - $13,704	1,055 Added 61.84%	2,761 $32,000
Q4 2022 Feb 13, 2023	BUY	$10.82 - $12.84 $10,917 - $12,955	1,009 Added 144.76%	1,706 $19,000
Q3 2022 Nov 14, 2022	BUY	$11.21 - $13.42 $7,813 - $9,353	697 New	697 $8,000
Q2 2022 Aug 12, 2022	SELL	$10.71 - $15.0 $10,720 - $15,015	-1,001 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$12.65 - $16.51 $2,099 - $2,740	166 Added 19.88%	1,001 $15,000
Q4 2021 Feb 14, 2022	BUY	$15.72 - $18.83 $2,766 - $3,314	176 Added 26.71%	835 $14,000
Q3 2021 Nov 12, 2021	BUY	$17.69 - $19.27 $11,657 - $12,698	659 New	659 $11,000

Others Institutions Holding EDOC

# of Institutions

41

Shares Held

1.78M

Call Options Held

600

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

1.21M
Shares

$11.8 Million
0.06% of portfolio
Jane Street Group, LLC New York, NY

133K
Shares

$1.3 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

110K
Shares

$1.08 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

64.2K
Shares

$630,100
0.0% of portfolio
Bank Of Montreal Toronto, A6

47.1K
Shares

$462,099
0.0% of portfolio

About GLOBAL X FDS TELEMEDICINE & DI

Ticker EDOC
Sector ETFs
Industry ETFs

More about EDOC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.