Geo Wealth Management, LLC First Trust Developed Markets Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Geo Wealth Management, LLC holds 10,287 shares of FDT stock, worth $554,469. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,287
Previous 9,226
11.5%
Holding current value
$554,469
Previous $507,000
16.96%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FDT
# of Institutions
125Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$61.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc465KShares$25.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC430KShares$23.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA360KShares$19.4 Million0.0% of portfolio
-
Ubs Group Ag204KShares$11 Million0.0% of portfolio