Geo Wealth Management, LLC Ishares Tr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding LRGF
# of Institutions
200Shares Held
32.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.2MShares$262 Million14.69% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.27MShares$205 Million10.63% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA1.98MShares$124 Million4.22% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX1.95MShares$122 Million21.87% of portfolio
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Wells Fargo & Company San Francisco, CA1.79MShares$112 Million0.02% of portfolio