Geo Wealth Management, LLC Principal ETF U S Mega Cap Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Principal ETF U S Mega Cap stock. As of the latest transaction made, Geo Wealth Management, LLC holds 76,840 shares of USMC stock, worth $4.84 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
76,840Holding current value
$4.84 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding USMC
# of Institutions
64Shares Held
45.6MCall Options Held
0Put Options Held
0-
Principal Financial Group Inc Des Moines, IA31.1MShares$1.96 Billion1.08% of portfolio
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Principal Securities, Inc. Des Moines, IA4.37MShares$275 Million5.9% of portfolio
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Envestnet Asset Management Inc4.23MShares$266 Million0.08% of portfolio
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O'Brien Wealth Partners LLC964KShares$60.7 Million10.97% of portfolio
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Raymond James Financial Inc St. Petersburg, FL680KShares$42.8 Million0.02% of portfolio