Geo Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Investment Mngers Ser Tr Ii Ax stock. As of the latest transaction made, Geo Wealth Management, LLC holds 332 shares of PPI stock, worth $5,069. This represents 0.0% of its overall portfolio holdings.
Number of Shares
332
Previous 244
36.07%
Holding current value
$5,069
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PPI
# of Institutions
45Shares Held
2.81MCall Options Held
0Put Options Held
0-
Astoria Portfolio Advisors Llc.828KShares$12.6 Million5.01% of portfolio
-
Hobbs Group Advisors, LLC Columbia, SC740KShares$11.3 Million4.03% of portfolio
-
Vermillion & White Wealth Management Group, LLC Phoenixville, PA205KShares$3.13 Million2.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC104KShares$1.59 Million0.0% of portfolio
-
Latitude Advisors, LLC81.5KShares$1.24 Million0.77% of portfolio