A detailed history of Geo Wealth Management, LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,862 shares of SMFG stock, worth $107,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,862
Holding current value
$107,850
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$11.1 - $13.41 $98,368 - $118,839
8,862 New
8,862 $118,000
Q4 2023

Feb 13, 2024

BUY
$9.05 - $10.15 $107,839 - $120,947
11,916 New
11,916 $115,000

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $83.4B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.