A detailed history of Geo Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,658 shares of HYLS stock, worth $237,353. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,658
Holding current value
$237,353
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$40.2 - $41.01 $227,451 - $232,034
5,658 New
5,658 $229,000
Q4 2023

Feb 13, 2024

BUY
$38.23 - $41.71 $40,179 - $43,837
1,051 Added 1.73%
61,665 $2.56 Million
Q3 2023

Nov 13, 2023

BUY
$39.14 - $40.03 $1.68 Million - $1.72 Million
42,979 Added 243.71%
60,614 $2.38 Million
Q2 2023

Aug 10, 2023

BUY
$38.96 - $40.13 $590,360 - $608,089
15,153 Added 610.52%
17,635 $698,000
Q1 2023

May 12, 2023

SELL
$38.94 - $41.16 $1.09 Million - $1.15 Million
-27,968 Reduced 91.85%
2,482 $99,000
Q4 2022

Feb 13, 2023

SELL
$38.49 - $40.0 $1.05 Million - $1.09 Million
-27,233 Reduced 47.21%
30,450 $1.19 Million
Q3 2022

Nov 14, 2022

SELL
$38.24 - $42.59 $27,991 - $31,175
-732 Reduced 1.25%
57,683 $2.21 Million
Q2 2022

Aug 12, 2022

SELL
$39.11 - $45.8 $1,134 - $1,328
-29 Reduced 0.05%
58,415 $2.29 Million
Q1 2022

May 13, 2022

BUY
$44.3 - $47.81 $48,730 - $52,591
1,100 Added 1.92%
58,444 $2.67 Million
Q4 2021

Feb 14, 2022

SELL
$47.04 - $48.28 $9.88 Million - $10.1 Million
-210,125 Reduced 78.56%
57,344 $2.75 Million
Q3 2021

Nov 12, 2021

BUY
$48.12 - $48.7 $12.9 Million - $13 Million
267,469 New
267,469 $12.9 Million

Others Institutions Holding HYLS

About FIRST TR TACTICAL HIGH YIELD L


  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
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.