Geo Wealth Management, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding QQH
# of Institutions
39Shares Held
9.26MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.39MShares$348 Million5.69% of portfolio
-
Cambridge Investment Research Advisors, Inc.594KShares$32.4 Million0.12% of portfolio
-
Envestnet Asset Management Inc464KShares$25.3 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC429KShares$23.4 Million0.3% of portfolio
-
Cetera Investment Advisers Schaumburg, IL379KShares$20.7 Million0.06% of portfolio