Geo Wealth Management, LLC Collaborative Invt Ser Tr Adap Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding RULE
# of Institutions
9Shares Held
1.25MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC623KShares$13.6 Million0.15% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR285KShares$6.23 Million2.82% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA245KShares$5.37 Million5.17% of portfolio
-
Goldman Sachs Group Inc New York, NY61.9KShares$1.35 Million0.0% of portfolio
-
Gts Securities LLC New York, NY16.7KShares$364,9220.0% of portfolio