Geo Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 139,039 shares of SPYV stock, worth $7.21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
139,039
Previous 118,195 17.64%
Holding current value
$7.21 Million
Previous $5.76 Million 27.59%
% of portfolio
0.27%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $1.01 Million - $1.1 Million
20,844 Added 17.64%
139,039 $7.35 Million
Q2 2024

Aug 12, 2024
BUY
$47.37 - $50.09 $5.49 Million - $5.8 Million
115,812 Added 4859.92%
118,195 $5.76 Million
Q1 2024

May 15, 2024
SELL
$45.88 - $50.1 $80,335 - $87,725
-1,751 Reduced 73.48%
632 $31,000
Q1 2024

May 15, 2024
BUY
$45.88 - $50.1 $102,725 - $112,173
2,239 Added 1554.86%
2,383 $119,000
Q4 2023

Feb 13, 2024
BUY
$39.63 - $46.73 $5,706 - $6,729
144 New
144 $6,000
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $13,485 - $15,808
391 New
391 $13,000
Q1 2021

May 13, 2021
SELL
$33.86 - $38.29 $2.2 Million - $2.49 Million
-64,926 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$29.5 - $34.42 $288,952 - $337,143
-9,795 Reduced 13.11%
64,926 $2.23 Million
Q3 2020

Nov 13, 2020
BUY
$28.64 - $31.68 $467,662 - $517,302
16,329 Added 27.96%
74,721 $2.26 Million
Q2 2020

Aug 14, 2020
BUY
$24.7 - $32.15 $1.17 Million - $1.52 Million
47,367 Added 429.63%
58,392 $1.69 Million
Q1 2020

May 13, 2020
BUY
$22.11 - $35.37 $243,762 - $389,954
11,025 New
11,025 $284,000

Others Institutions Holding SPYV

# of Institutions
1,012
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email