Geo Wealth Management, LLC Global X Variable Rate Preferr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,219 shares of PFFV stock, worth $173,183. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,219
Previous 7,074
2.05%
Holding current value
$173,183
Previous $167,000
3.59%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding PFFV
# of Institutions
65Shares Held
3.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.8 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.55 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.85 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.12 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.65 Million3.0% of portfolio