Geo Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Geo Wealth Management, LLC holds 15,399 shares of LMBS stock, worth $752,395. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,399

Previous 4,210 265.77%

Holding current value

$752,395

Previous $204,000 271.08%

% of portfolio

0.03%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$48.31 - $49.23 $540,540 - $550,834	11,189 Added 265.77%	15,399 $757,000
Q4 2024 Feb 13, 2025	SELL	$48.48 - $49.47 $319,046 - $325,562	-6,581 Reduced 60.99%	4,210 $204,000
Q3 2024 Nov 12, 2024	BUY	$47.95 - $49.61 $23,255 - $24,060	485 Added 4.71%	10,791 $533,000
Q2 2024 Aug 12, 2024	BUY	$47.58 - $48.41 $20,459 - $20,816	430 Added 4.35%	10,306 $495,000
Q1 2024 May 15, 2024	BUY	$47.95 - $48.49 $473,554 - $478,887	9,876 New	9,876 $476,000
Q1 2024 May 15, 2024	SELL	$47.95 - $48.49 $473,554 - $478,887	-9,876 Closed	0 $0
Q3 2023 Nov 13, 2023	BUY	$47.15 - $47.94 $6,931 - $7,047	147 Added 18.19%	955 $45,000
Q2 2023 Aug 10, 2023	SELL	$47.5 - $48.33 $31,825 - $32,381	-670 Reduced 45.33%	808 $38,000
Q1 2023 May 12, 2023	SELL	$47.34 - $48.21 $932,976 - $950,122	-19,708 Reduced 93.02%	1,478 $70,000
Q4 2022 Feb 13, 2023	BUY	$46.64 - $47.85 $124,388 - $127,615	2,667 Added 14.4%	21,186 $1 Million
Q3 2022 Nov 14, 2022	SELL	$47.35 - $48.58 $20,123 - $20,646	-425 Reduced 2.24%	18,519 $878,000
Q2 2022 Aug 12, 2022	SELL	$47.98 - $48.96 $4,030 - $4,112	-84 Reduced 0.44%	18,944 $915,000
Q1 2022 May 13, 2022	BUY	$48.85 - $50.03 $15,241 - $15,609	312 Added 1.67%	19,028 $931,000
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $4.22 Million - $4.27 Million	-84,364 Reduced 81.84%	18,716 $937,000
Q3 2021 Nov 12, 2021	BUY	$50.52 - $50.94 $2.02 Million - $2.04 Million	40,031 Added 63.49%	103,080 $5.22 Million
Q2 2021 Aug 17, 2021	BUY	$50.83 - $51.19 $204,184 - $205,630	4,017 Added 6.8%	63,049 $3.21 Million
Q1 2021 May 13, 2021	BUY	$51.0 - $51.58 $104,652 - $105,842	2,052 Added 3.6%	59,032 $3.01 Million
Q4 2020 Feb 12, 2021	SELL	$51.39 - $51.73 $137,057 - $137,963	-2,667 Reduced 4.47%	56,980 $2.93 Million
Q3 2020 Nov 13, 2020	SELL	$51.62 - $51.89 $204,621 - $205,691	-3,964 Reduced 6.23%	59,647 $3.08 Million
Q2 2020 Aug 14, 2020	SELL	$51.33 - $51.83 $4,209 - $4,250	-82 Reduced 0.13%	63,611 $3.29 Million
Q1 2020 May 13, 2020	BUY	$49.9 - $52.72 $412,673 - $435,994	8,270 Added 14.92%	63,693 $3.25 Million
Q4 2019 Feb 13, 2020	BUY	$51.73 - $52.15 $2.87 Million - $2.89 Million	55,423 New	55,423 $2.87 Million

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

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.

Account

Geo Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History