Geo Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$14.4 - $15.75 $1,267 - $1,386	88 Added 36.07%	332 $4,000
Q3 2024 Nov 12, 2024	BUY	$14.33 - $15.56 $3,496 - $3,796	244 New	244 $3,000

Others Institutions Holding PPI

# of Institutions

49

Shares Held

2.81M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

824K
Shares

$13.4 Million
4.61% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

733K
Shares

$12 Million
4.04% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

160K
Shares

$2.62 Million
1.68% of portfolio
Lpl Financial LLC Fort Mill, SC

94.6K
Shares

$1.54 Million
0.0% of portfolio
Latitude Advisors, LLC

82.1K
Shares

$1.34 Million
0.83% of portfolio

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
Sector ETFs
Industry ETFs

Track This Portfolio

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.