A detailed history of Geo Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Geo Wealth Management, LLC holds 11,361 shares of FTA stock, worth $826,626. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,361
Previous 5,942 91.2%
Holding current value
$826,626
Previous $420,000 106.43%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$69.01 - $76.38 $784,022 - $867,753
-11,361 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$69.01 - $76.38 $373,965 - $413,903
5,419 Added 91.2%
11,361 $867,000
Q4 2023

Feb 13, 2024

BUY
$61.6 - $71.44 $191,514 - $222,106
3,109 Added 109.74%
5,942 $420,000
Q3 2023

Nov 13, 2023

SELL
$64.61 - $70.36 $24,099 - $26,244
-373 Reduced 11.63%
2,833 $183,000
Q2 2023

Aug 10, 2023

BUY
$62.32 - $67.04 $199,797 - $214,930
3,206 New
3,206 $213,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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