Geo Wealth Management, LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Geo Wealth Management, LLC holds 41,101 shares of MORT stock, worth $471,017. This represents 0.01% of its overall portfolio holdings.

Number of Shares
41,101
Previous 33,692 21.99%
Holding current value
$471,017
Previous $406,000 7.39%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$10.44 - $11.67 $77,349 - $86,463
7,409 Added 21.99%
41,101 $436,000
Q3 2024

Nov 12, 2024
SELL
$10.79 - $12.29 $52,914 - $60,270
-4,904 Reduced 12.71%
33,692 $406,000
Q2 2024

Aug 12, 2024
BUY
$10.38 - $11.53 $201,299 - $223,601
19,393 Added 100.99%
38,596 $431,000
Q1 2024

May 15, 2024
SELL
$10.64 - $11.87 $204,319 - $227,939
-19,203 Closed
0 $0
Q1 2024

May 15, 2024
BUY
$10.64 - $11.87 $67,819 - $75,659
6,374 Added 49.68%
19,203 $224,000
Q4 2023

Feb 13, 2024
BUY
$9.43 - $12.52 $120,977 - $160,619
12,829 New
12,829 $151,000

Others Institutions Holding MORT

# of Institutions
81
Shares Held
5.21M
Call Options Held
4.5K
Put Options Held
13.9K
View Full List

About VANECK ETF TR MTG REIT INCOME

MORT Quotes by TradingView
  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
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