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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

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 4,210 shares of LMBS stock, worth $205,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,210
Previous 10,791 60.99%
Holding current value
$205,111
Previous $533,000 61.73%
% of portfolio
0.01%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
444
Shares Held
78.5M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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