A detailed history of Geo Wealth Management, LLC transactions in First Tr ETF Iv Long Duration stock. As of the latest transaction made, Geo Wealth Management, LLC holds 37,145 shares of LGOV stock, worth $786,731. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,145
Previous 36,156 2.74%
Holding current value
$786,731
Previous $760,000 9.47%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF IV LONG DURATION


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