Geo Wealth Management, LLC First Trust Multi Asset Divers Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Geo Wealth Management, LLC holds 1,700 shares of MDIV stock, worth $28,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,700

Previous 1,604 5.99%

Holding current value

$28,084

Previous $26,000 3.85%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$15.95 - $16.94 $1,531 - $1,626	96 Added 5.99%	1,700 $27,000
Q3 2024 Nov 12, 2024	BUY	$15.69 - $16.76 $25,166 - $26,883	1,604 New	1,604 $26,000
Q4 2023 Feb 13, 2024	BUY	$14.12 - $15.72 $5.38 Million - $5.98 Million	380,690 Added 243.81%	536,830 $8.4 Million
Q3 2023 Nov 13, 2023	BUY	$14.41 - $15.27 $1.23 Million - $1.3 Million	85,332 Added 120.51%	156,140 $2.28 Million
Q2 2023 Aug 10, 2023	BUY	$14.11 - $14.79 $999,100 - $1.05 Million	70,808 New	70,808 $1.03 Million
Q2 2022 Aug 12, 2022	SELL	$14.9 - $17.0 $201,224 - $229,585	-13,505 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$16.21 - $17.08 $218,916 - $230,665	13,505 New	13,505 $228,000

Others Institutions Holding MDIV

# of Institutions

108

Shares Held

9.81M

Call Options Held

Put Options Held

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About FIRST TRUST MULTI-ASSET DIVERS

Ticker MDIV
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC First Trust Multi Asset Divers Transaction History