Geo Wealth Management, LLC Global X Variable Rate Preferr Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 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 6,742 shares of PFFV stock, worth $162,212. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,742
Previous 7,219
6.61%
Holding current value
$162,212
Previous $173,000
8.67%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding PFFV
# of Institutions
63Shares Held
3.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$31.1 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.259KShares$6.23 Million0.02% of portfolio
-
Bedel Financial Consulting, Inc.226KShares$5.44 Million0.77% of portfolio
-
Creative Planning Overland Park, KS202KShares$4.85 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ159KShares$3.83 Million2.94% of portfolio