Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding ADFI
# of Institutions
16Shares Held
6.32MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.37MShares$45.7 Million0.9% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA227KShares$1.93 Million0.75% of portfolio
-
Slt Holdings LLC Scottsdale, AZ199KShares$1.69 Million1.59% of portfolio
-
Geo Wealth Management, LLC Chicago, IL190KShares$1.62 Million0.07% of portfolio
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Advisor Net Financial, Inc76.6KShares$651,3460.05% of portfolio