Geo Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Geo Wealth Management, LLC

  • $2.2 Billion
  • Q2 2024

A detailed history of Geo Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,491 shares of MARB stock, worth $148,471. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,491
Previous 15,950 53.03%
Holding current value
$148,471
Previous $315,000 53.65%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$19.48 - $19.83 $164,781 - $167,741
-8,459 Reduced 53.03%
7,491 $146,000
Q1 2024

May 15, 2024
SELL
$19.67 - $20.14 $313,736 - $321,233
-15,950 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$19.67 - $20.14 $54,584 - $55,888
2,775 Added 21.06%
15,950 $315,000
Q4 2023

Feb 13, 2024
SELL
$19.98 - $20.37 $23,856 - $24,321
-1,194 Reduced 8.31%
13,175 $265,000
Q3 2023

Nov 13, 2023
BUY
$19.86 - $20.43 $13,941 - $14,341
702 Added 5.14%
14,369 $289,000
Q2 2023

Aug 10, 2023
BUY
$19.6 - $20.27 $267,873 - $277,030
13,667 New
13,667 $273,000

Others Institutions Holding MARB

# of Institutions
43
Shares Held
1.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

MARB Quotes by TradingView
  • Ticker MARB
  • Sector ETFs
  • Industry ETFs
More about MARB
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email