Geo Wealth Management, LLC Invesco Dwa Industrials Moment Transaction History

Geo Wealth Management, LLC

$2.2 Billion
Q2 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

82

Shares Held

950K

Call Options Held

1K

Put Options Held

4K

Wells Fargo & Company San Francisco, CA

136K
Shares

$23 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.2 Million
1.61% of portfolio
Morgan Stanley New York, NY

68.3K
Shares

$11.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

61.8K
Shares

$10.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

53.7K
Shares

$9.09 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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