Geo Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding SPBO
# of Institutions
166Shares Held
52.7MCall Options Held
20.1KPut Options Held
0-
Adviser Investments LLC13.8MShares$391 Million4.91% of portfolio
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Nepc LLC Boston, MA6.46MShares$183 Million4.97% of portfolio
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Lpl Financial LLC Fort Mill, SC3.62MShares$103 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC2.45MShares$69.5 Million0.01% of portfolio
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St Germain D J CO Inc Springfield, MA2.32MShares$65.9 Million3.3% of portfolio