Geo Wealth Management, LLC Global X Fds Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Geo Wealth Management, LLC holds 615 shares of CEFA stock, worth $19,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares

615

Previous 615 -0.0%

Holding current value

$19,735

Previous $20,000 10.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$29.34 - $33.01 $18,044 - $20,301	615 New	615 $20,000

Others Institutions Holding CEFA

# of Institutions

Shares Held

320K

Call Options Held

Put Options Held

Fund Evaluation Group, LLC Cincinnati, OH

143K
Shares

$4.59 Million
0.2% of portfolio
Hirtle Callaghan & CO LLC West Conshohocken, PA

60.5K
Shares

$1.94 Million
0.08% of portfolio
Gts Securities LLC New York, NY

43.2K
Shares

$1.38 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

22.1K
Shares

$709,189
0.0% of portfolio
Alesco Advisors LLC Pittsford, NY

12.7K
Shares

$406,419
0.01% of portfolio

View Full List

About GLOBAL X FDS

Ticker CEFA

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Geo Wealth Management, LLC Global X Fds Transaction History