Geo Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	SELL	$20.73 - $21.92 $135,325 - $143,093	-6,528 Reduced 42.35%	8,888 $190,000
Q1 2025 May 09, 2025	SELL	$20.41 - $21.7 $6,245 - $6,640	-306 Reduced 1.95%	15,416 $331,000
Q4 2024 Feb 13, 2025	SELL	$20.75 - $22.49 $444,527 - $481,803	-21,423 Reduced 57.67%	15,722 $327,000
Q3 2024 Nov 12, 2024	BUY	$20.77 - $22.83 $20,541 - $22,578	989 Added 2.74%	37,145 $832,000
Q2 2024 Aug 12, 2024	BUY	$20.17 - $21.44 $47,157 - $50,126	2,338 Added 6.91%	36,156 $760,000

Q1 2024 May 15, 2024	SELL	$21.06 - $22.13 $712,207 - $748,392	-33,818 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$21.06 - $22.13 $712,207 - $748,392	33,818 New	33,818 $723,000

Others Institutions Holding LGOV

# of Institutions

132

Shares Held

27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.49M
Shares

$76.3 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.79M
Shares

$39.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.68M
Shares

$36.7 Million
0.01% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

1.45M
Shares

$31.8 Million
24.74% of portfolio
Morgan Stanley New York, NY

1.17M
Shares

$25.6 Million
0.0% of portfolio

About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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