Geo Wealth Management, LLC Global X Funds S&P 500 Quality Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$34.38 - $37.18 $10,932 - $11,823	-318 Reduced 6.75%	4,395 $152,000
Q3 2024 Nov 12, 2024	BUY	$32.76 - $36.38 $154,397 - $171,458	4,713 New	4,713 $171,000

Others Institutions Holding QDIV

# of Institutions

32

Shares Held

310K

Call Options Held

29K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

61.9K
Shares

$2.14 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

53.4K
Shares

$1.85 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

32.9K
Shares

$1.14 Million
0.0% of portfolio
Mirae Asset Global Etfs Holdings Ltd. Central, K3

29.2K
Shares

$1.01 Million
0.0% of portfolio
Claraphi Advisory Network, LLC

17.8K
Shares

$617,215
0.23% of portfolio

About GLOBAL X FUNDS S&P 500 QUALITY

Ticker QDIV
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