Geo Wealth Management, LLC Ishares Tr Edge High Yield Def Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Geo Wealth Management, LLC holds 134 shares of HYDB stock, worth $6,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

134

Holding current value

$6,369

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$46.14 - $48.06 $6,182 - $6,440	134 New	134 $6,000

Others Institutions Holding HYDB

# of Institutions

186

Shares Held

12.9M

Call Options Held

Put Options Held

State Of New Jersey Common Pension Fund D

1.21M
Shares

$57.7 Million
0.24% of portfolio
Wealthspire Advisors, LLC New York, NY

1.05M
Shares

$50.1 Million
0.52% of portfolio
Column Capital Advisors, LLC

691K
Shares

$32.9 Million
1.58% of portfolio
Captrust Financial Advisors Raleigh, NC

639K
Shares

$30.4 Million
0.09% of portfolio
Assetmark, Inc

592K
Shares

$28.1 Million
0.08% of portfolio

View Full List

About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

More about HYDB

Track This Portfolio

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.

Account

Geo Wealth Management, LLC Ishares Tr Edge High Yield Def Transaction History