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

Geo Wealth Management, LLC

$2.58 Billion
Q3 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 4,117 shares of FTA stock, worth $344,387. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,117

Previous 2,900 41.97%

Holding current value

$344,387

Previous $228,000 50.44%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$78.13 - $83.78 $95,084 - $101,960	1,217 Added 41.97%	4,117 $343,000
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

227

Shares Held

10.6M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
Sector ETFs
Industry ETFs

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