GeoWealth Management, LLC
Position in MRSK — Agility Shares Managed Risk ETF
CIK 1593387
CHICAGO, IL
All Filings in MRSK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,263 | 7,082 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $422,059 | 11,469 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $408,640 | 11,469 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $384,979 | 11,469 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $443,434 | 14,015 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $556,627 | 16,868 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $660,753 | 20,324 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $645,896 | 20,324 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $647,900 | 20,969 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $615,195 | 21,276 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $634,758 | 22,752 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,293,763 | 44,499 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $275,037 | 10,092 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||