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

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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	N/A	697 New	697 $8,000
Q2 2022 Aug 12, 2022	SELL	N/A	-1,001 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	166 Added 19.88%	1,001 $15,000
Q4 2021 Feb 14, 2022	BUY	N/A	176 Added 26.71%	835 $14,000
Q3 2021 Nov 12, 2021	BUY	N/A	659 New	659 $11,000

Others Institutions Holding EDOC

# of Institutions

41

Shares Held

1.74M

Call Options Held

600

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

1.21M
Shares

$10.5 Million
0.06% of portfolio
Kestra Advisory Services, LLC

84.3K
Shares

$737,336
0.01% of portfolio
Insight Advisors, LLC Newtown, PA

70.9K
Shares

$620,173
0.2% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

59.8K
Shares

$523,643
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

49.3K
Shares

$431,655
0.0% of portfolio

About GLOBAL X FDS TELEMEDICINE & DI

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