Geo Wealth Management, LLC Collaborative Invt Ser Tr Mind Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding MFUL
# of Institutions
7Shares Held
1.8MCall Options Held
0Put Options Held
0-
Elevation Capital Advisory, LLC Bend, OR1.11MShares$24.1 Million10.21% of portfolio
-
Ae Wealth Management LLC423KShares$9.2 Million0.09% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA254KShares$5.52 Million5.39% of portfolio
-
Gts Securities LLC New York, NY15.1KShares$327,9240.02% of portfolio
-
Ubs Group Ag502Shares$10,9180.0% of portfolio