Geo Wealth Management, LLC Simplify Exch Traded Fds Simpl Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Geo Wealth Management, LLC holds 28,321 shares of CTA stock, worth $822,725. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,321
Previous 1,257
2153.06%
Holding current value
$822,725
Previous $33,000
2130.3%
% of portfolio
0.03%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CTA
# of Institutions
108Shares Held
7.19MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20.2 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.8 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.2 Million0.0% of portfolio
-
Beacon Capital Management, LLC371KShares$10.8 Million1.66% of portfolio
-
Envestnet Asset Management Inc361KShares$10.5 Million0.0% of portfolio