Geo Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$28.84 - $29.16 $1.55 Million - $1.57 Million
-53,730 Closed
0 $0
Q1 2024

May 15, 2024
SELL
$28.84 - $29.16 $1.35 Million - $1.37 Million
-46,869 Reduced 46.59%
53,730 $1.55 Million
Q4 2023

Feb 13, 2024
BUY
$28.59 - $29.06 $1.39 Million - $1.42 Million
48,739 Added 93.98%
100,599 $2.92 Million
Q3 2023

Nov 13, 2023
SELL
$28.66 - $28.88 $204,431 - $206,001
-7,133 Reduced 12.09%
51,860 $1.49 Million
Q2 2023

Aug 10, 2023
BUY
$28.78 - $29.3 $792,457 - $806,775
27,535 Added 87.53%
58,993 $1.7 Million
Q1 2023

May 12, 2023
BUY
$28.64 - $29.36 $205,291 - $210,452
7,168 Added 29.51%
31,458 $919,000
Q4 2022

Feb 13, 2023
BUY
$28.72 - $29.07 $155,375 - $157,268
5,410 Added 28.65%
24,290 $702,000
Q3 2022

Nov 14, 2022
SELL
N/A
-660 Reduced 3.38%
18,880 $545,000
Q2 2022

Aug 12, 2022
BUY
N/A
1,712 Added 9.6%
19,540 $576,000
Q1 2022

May 13, 2022
BUY
N/A
956 Added 5.67%
17,828 $527,000
Q4 2021

Feb 14, 2022
BUY
N/A
4,642 Added 37.96%
16,872 $513,000
Q3 2021

Nov 12, 2021
BUY
N/A
5,206 Added 74.12%
12,230 $374,000
Q2 2021

Aug 17, 2021
BUY
N/A
2,067 Added 41.7%
7,024 $215,000
Q1 2021

May 13, 2021
SELL
N/A
-341 Reduced 6.44%
4,957 $152,000
Q4 2020

Feb 12, 2021
SELL
N/A
-93,461 Reduced 94.64%
5,298 $163,000
Q3 2020

Nov 13, 2020
SELL
N/A
-78,268 Reduced 44.21%
98,759 $3.03 Million
Q2 2020

Aug 14, 2020
BUY
N/A
177,027 New
177,027 $5.44 Million
Q1 2020

May 13, 2020
SELL
N/A
-10,315 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
N/A
-23,930 Reduced 69.88%
10,315 $309,000
Q3 2019

Nov 14, 2019
BUY
N/A
34,245 New
34,245 $1.03 Million

Others Institutions Holding SPTS

# of Institutions
361
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

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