Geo Wealth Management, LLC Ishares Tr Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 22,387 shares of IYY stock, worth $3.18 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
22,387Holding current value
$3.18 Million% of portfolio
0.11%Shares
4 transactions
Others Institutions Holding IYY
# of Institutions
254Shares Held
3.49MCall Options Held
6.6KPut Options Held
0-
Morgan Stanley New York, NY469KShares$66.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC336KShares$47.6 Million0.02% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA167KShares$23.8 Million0.01% of portfolio
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Savant Capital, LLC162KShares$22.9 Million0.19% of portfolio
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Sharp Financial Services, LLC Horsham, PA133KShares$18.8 Million14.3% of portfolio