Geo Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Geo Wealth Management, LLC

$2.2 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$82.58 - $89.9 $200,008 - $217,737	-2,422 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$82.58 - $89.9 $17.1 Million - $18.6 Million	-207,010 Reduced 98.84%	2,422 $217,000
Q4 2023 Feb 13, 2024	BUY	$70.71 - $85.3 $14.6 Million - $17.6 Million	205,979 Added 5965.22%	209,432 $17.8 Million
Q3 2023 Nov 13, 2023	SELL	$74.88 - $83.28 $2.61 Million - $2.9 Million	-34,852 Reduced 90.99%	3,453 $261,000
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $2.76 Million - $3.07 Million	38,305 New	38,305 $3.06 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-384,852 Closed	0 $0
Q1 2022 May 13, 2022	BUY	N/A	384,852 New	384,852 $28.7 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-41,889 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	41,889 New	41,889 $3.07 Million

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$733 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.52M
Shares

$731 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.26M
Shares

$624 Million
0.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.18M
Shares

$273 Million
0.4% of portfolio
Wells Fargo & Company San Francisco, CA

2.7M
Shares

$232 Million
0.06% of portfolio

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