Geo Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
297Shares Held
9.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.4 Million0.01% of portfolio
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Assetmark, Inc763KShares$92.1 Million0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC673KShares$81.3 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$47.4 Million0.01% of portfolio