Geo Wealth Management, LLC Two Rds Shared Tr Affinity Wor Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Two Rds Shared Tr Affinity Wor stock. As of the latest transaction made, Geo Wealth Management, LLC holds 66,127 shares of WLDR stock, worth $1.99 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
66,127
Previous 65,585
0.83%
Holding current value
$1.99 Million
Previous $2.02 Million
8.48%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding WLDR
# of Institutions
18Shares Held
1.42MCall Options Held
0Put Options Held
0-
Sowell Financial Services LLC North Little Rock, AR694KShares$20.9 Million1.1% of portfolio
-
Silverhawk Asset Management, LLC549KShares$16.5 Million11.77% of portfolio
-
Atria Investments LLC Charlotte, NC23.4KShares$702,3580.01% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI17KShares$509,6780.08% of portfolio
-
Maripau Wealth Management LLC Fort Wayne, IN16.5KShares$494,9830.51% of portfolio