Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Transaction History
Geneos Wealth Management Inc.
- $2.24 Billion
- Q2 2024
A detailed history of Geneos Wealth Management Inc. transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,464 shares of ADFI stock, worth $21,658. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,464
Previous 2,639
6.63%
Holding current value
$21,658
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding ADFI
# of Institutions
8Shares Held
5.04MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.66MShares$40.9 Million1.02% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA226KShares$1.99 Million0.98% of portfolio
-
Mosley Wealth Management Anaheim, CA71.7KShares$629,8730.52% of portfolio
-
Jane Street Group, LLC New York, NY34.9KShares$306,6210.0% of portfolio
-
Provence Wealth Management Group26.3KShares$231,3080.12% of portfolio