Geo Wealth Management, LLC First Trust ETF Vi First Trust Transaction History

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Trust ETF Vi First Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,835 shares of FTQI stock, worth $78,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,835
Previous 3,413 12.36%
Holding current value
$78,425
Previous $69,000 14.49%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$20.23 - $21.46 $8,537 - $9,056
422 Added 12.36%
3,835 $79,000
Q3 2024

Nov 12, 2024
BUY
$18.95 - $20.92 $2,255 - $2,489
119 Added 3.61%
3,413 $69,000
Q2 2024

Aug 12, 2024
BUY
$19.63 - $20.57 $3,199 - $3,352
163 Added 5.21%
3,294 $67,000
Q1 2024

May 15, 2024
BUY
$19.64 - $20.68 $19 - $20
1 Added 0.03%
3,131 $64,000
Q1 2024

May 15, 2024
SELL
$19.64 - $20.68 $61,492 - $64,749
-3,131 Closed
0 $0
Q4 2023

Feb 13, 2024
SELL
$18.24 - $20.02 $107,232 - $117,697
-5,879 Reduced 65.26%
3,130 $62,000
Q3 2023

Nov 13, 2023
SELL
$18.71 - $20.08 $20,674 - $22,188
-1,105 Reduced 10.93%
9,009 $169,000
Q2 2023

Aug 10, 2023
BUY
$19.09 - $19.81 $381 - $396
20 Added 0.2%
10,114 $200,000
Q1 2023

May 12, 2023
SELL
$17.7 - $19.59 $2,230 - $2,468
-126 Reduced 1.23%
10,094 $196,000
Q4 2022

Feb 13, 2023
BUY
$17.63 - $19.1 $180,178 - $195,202
10,220 New
10,220 $184,000

Others Institutions Holding FTQI

# of Institutions
79
Shares Held
7.16M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST ETF VI FIRST TRUST

FTQI Quotes by TradingView
  • Ticker FTQI
  • Sector ETFs
  • Industry ETFs
More about FTQI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email