Geo Wealth Management, LLC First Trust Nasdaq Technology Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Geo Wealth Management, LLC holds 4,453 shares of TDIV stock, worth $405,089. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,453

Previous 4,311 3.29%

Holding current value

$405,089

Previous $338,000 3.25%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$73.39 - $83.95 $10,421 - $11,920	142 Added 3.29%	4,453 $327,000
Q4 2024 Feb 13, 2025	SELL	$78.03 - $82.13 $713,896 - $751,407	-9,149 Reduced 67.97%	4,311 $338,000
Q3 2024 Nov 12, 2024	BUY	$70.51 - $81.07 $71,215 - $81,880	1,010 Added 8.11%	13,460 $1.08 Million
Q2 2024 Aug 12, 2024	BUY	$65.21 - $77.8 $91,685 - $109,386	1,406 Added 12.73%	12,450 $941,000
Q1 2024 May 15, 2024	SELL	$61.89 - $70.93 $683,513 - $783,350	-11,044 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$61.89 - $70.93 $390,959 - $448,064	6,317 Added 133.64%	11,044 $769,000
Q4 2023 Feb 13, 2024	BUY	$53.99 - $64.39 $255,210 - $304,371	4,727 New	4,727 $302,000

Others Institutions Holding TDIV

# of Institutions

380

Shares Held

23M

Call Options Held

Put Options Held

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About FIRST TRUST NASDAQ TECHNOLOGY

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Geo Wealth Management, LLC First Trust Nasdaq Technology Transaction History