Geo Wealth Management, LLC Investment Mngers Ser Tr Ii Ax Transaction History

Geo Wealth Management, LLC

$2.58 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$14.4 - $15.75 $1,267 - $1,386	88 Added 36.07%	332 $4,000
Q3 2024 Nov 12, 2024	BUY	$14.33 - $15.56 $3,496 - $3,796	244 New	244 $3,000

Others Institutions Holding PPI

# of Institutions

47

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Astoria Portfolio Advisors Llc.

981K
Shares

$18 Million
6.34% of portfolio
Hobbs Group Advisors, LLC Columbia, SC

755K
Shares

$13.9 Million
4.31% of portfolio
Vermillion & White Wealth Management Group, LLC Phoenixville, PA

181K
Shares

$3.32 Million
1.89% of portfolio
Oregon Pacific Wealth Management, LLC Medford, OR

150K
Shares

$2.76 Million
2.89% of portfolio
Puff Wealth Management, LLC Haddonfield, NJ

105K
Shares

$1.92 Million
2.57% of portfolio

About INVESTMENT MNGERS SER TR II AX

Ticker PPI
Sector ETFs
Industry ETFs

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