Geo Wealth Management, LLC First Tr Large Cap Value Transaction History
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
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
Others Institutions Holding FTA
# of Institutions
203Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$154 Million0.01% of portfolio
-
Ubs Group Ag984KShares$71.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$63 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$40.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$24.5 Million0.0% of portfolio