A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Geo Wealth Management, LLC holds 138,442 shares of EUSB stock, worth $5.84 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
138,442
Previous 118,398 16.93%
Holding current value
$5.84 Million
Previous $5.04 Million 21.74%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$42.09 - $44.64 $843,651 - $894,764
20,044 Added 16.93%
138,442 $6.13 Million
Q2 2024

Aug 12, 2024

BUY
$41.57 - $42.82 $531,721 - $547,710
12,791 Added 12.11%
118,398 $5.04 Million
Q1 2024

May 15, 2024

SELL
$42.24 - $43.27 $1,774 - $1,817
-42 Reduced 0.04%
105,565 $4.52 Million
Q1 2024

May 15, 2024

BUY
$42.24 - $43.27 $4.46 Million - $4.57 Million
105,607 New
105,607 $4.52 Million

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.