Geo Wealth Management, LLC Invesco Dwa Industrials Moment Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$113.68 - $139.73 $186,321 - $229,017	-1,639 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$113.68 - $139.73 $186,321 - $229,017	1,639 New	1,639 $228,000

Others Institutions Holding PRN

# of Institutions

90

Shares Held

1.26M

Call Options Held

4K

Put Options Held

6K

Wells Fargo & Company San Francisco, CA

155K
Shares

$24.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

141K
Shares

$22.2 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

126K
Shares

$19.8 Million
0.03% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$17.8 Million
1.69% of portfolio
Lpl Financial LLC Fort Mill, SC

82.8K
Shares

$13 Million
0.01% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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