Geo Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$24.99 - $25.67 $2.09 Million - $2.15 Million	-83,663 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$24.99 - $25.67 $2.64 Million - $2.72 Million	-105,771 Reduced 55.84%	83,663 $2.12 Million
Q4 2023 Feb 13, 2024	BUY	$23.71 - $25.74 $1.31 Million - $1.42 Million	55,234 Added 41.16%	189,434 $4.86 Million
Q3 2023 Nov 13, 2023	SELL	$24.28 - $25.47 $134,681 - $141,282	-5,547 Reduced 3.97%	134,200 $3.27 Million
Q2 2023 Aug 10, 2023	BUY	$25.22 - $26.01 $250,913 - $258,773	9,949 Added 7.66%	139,747 $3.55 Million

Q1 2023 May 12, 2023	SELL	$24.92 - $26.08 $1.49 Million - $1.56 Million	-59,936 Reduced 31.59%	129,798 $3.35 Million
Q4 2022 Feb 13, 2023	BUY	$24.4 - $25.85 $289,628 - $306,839	11,870 Added 6.67%	189,734 $4.77 Million
Q3 2022 Nov 14, 2022	BUY	N/A	7,457 Added 4.38%	177,864 $4.44 Million
Q2 2022 Aug 12, 2022	BUY	N/A	9,767 Added 6.08%	170,407 $4.49 Million
Q1 2022 May 13, 2022	SELL	N/A	-20,028 Reduced 11.09%	160,640 $4.46 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-5,762 Reduced 3.09%	180,668 $5.35 Million
Q3 2021 Nov 12, 2021	BUY	N/A	8,447 Added 4.75%	186,430 $5.57 Million
Q2 2021 Aug 17, 2021	BUY	N/A	59,440 Added 50.14%	177,983 $5.34 Million
Q1 2021 May 13, 2021	SELL	N/A	-121,001 Reduced 50.51%	118,543 $3.52 Million
Q4 2020 Feb 12, 2021	BUY	N/A	131,039 Added 120.77%	239,544 $7.38 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-5,871 Reduced 5.13%	108,505 $3.34 Million
Q2 2020 Aug 14, 2020	BUY	N/A	72,916 Added 175.87%	114,376 $3.53 Million
Q1 2020 May 13, 2020	BUY	N/A	41,460 New	41,460 $1.25 Million

Others Institutions Holding SPAB

# of Institutions

462

Shares Held

237M

Call Options Held

0

Put Options Held

0

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