Geo Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
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
Others Institutions Holding LGOV
# of Institutions
113Shares Held
21.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.84MShares$60.2 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.13MShares$24 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.13MShares$23.9 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY1.07MShares$22.7 Million0.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ978KShares$20.7 Million0.05% of portfolio