Geo Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
A detailed history of Geo Wealth Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,962 shares of LQDH stock, worth $275,910. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,962
Previous 2,238
32.35%
Holding current value
$275,910
Previous $206,000
32.52%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding LQDH
# of Institutions
114Shares Held
4.16MCall Options Held
0Put Options Held
0-
Destination Wealth Management823KShares$76.7 Million2.31% of portfolio
-
Envestnet Asset Management Inc396KShares$36.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC322KShares$30 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC289KShares$26.9 Million0.01% of portfolio
-
Leo Wealth, LLC Hurst, TX241KShares$22.4 Million1.73% of portfolio