Geo Wealth Management, LLC Collaborative Invt Ser Tr Adap Put Options Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding RULE

# of Institutions

11

Shares Held

880K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

403K
Shares

$9.47 Million
0.09% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.76 Million
5.17% of portfolio
Gts Securities LLC New York, NY

98.7K
Shares

$2.32 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

54.4K
Shares

$1.28 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

39.3K
Shares

$922,834
0.38% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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