Geo Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Geo Wealth Management, LLC holds 323 shares of SDG stock, worth $23,627. This represents 0.0% of its overall portfolio holdings.

Number of Shares

323

Holding current value

$23,627

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$74.95 - $85.33 $24,208 - $27,561	323 New	323 $27,000

Others Institutions Holding SDG

# of Institutions

128

Shares Held

1.35M

Call Options Held

Put Options Held

Cwm, LLC

290K
Shares

$21.2 Million
0.11% of portfolio
Mission Wealth Management, LP

118K
Shares

$8.63 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

102K
Shares

$7.45 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

66.2K
Shares

$4.84 Million
0.0% of portfolio
Dynamic Advisor Solutions LLC

49.5K
Shares

$3.62 Million
0.13% of portfolio

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About ISHARES TRUST ISHARES MSCI GLO

Ticker SDG
Sector ETFs
Industry ETFs

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Geo Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History