Geo Wealth Management, LLC First Tr Large Cap Value Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

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 2,900 shares of FTA stock, worth $241,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,589 12.01%
Holding current value
$241,048
Previous $198,000 15.15%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$67.12 - $78.63 $20,874 - $24,453
311 Added 12.01%
2,900 $228,000
Q1 2025

May 09, 2025
SELL
$74.42 - $80.34 $10,344 - $11,167
-139 Reduced 5.1%
2,589 $198,000
Q4 2024

Feb 13, 2025
SELL
$75.21 - $83.49 $832,048 - $923,649
-11,063 Reduced 80.22%
2,728 $208,000
Q3 2024

Nov 12, 2024
BUY
$72.76 - $79.13 $73,123 - $79,525
1,005 Added 7.86%
13,791 $1.09 Million
Q2 2024

Aug 12, 2024
BUY
$72.36 - $76.0 $103,113 - $108,300
1,425 Added 12.54%
12,786 $941,000
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

# of Institutions
225
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email