Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Geo Wealth Management, LLC holds 190,424 shares of ADFI stock, worth $1.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
190,424
Previous 50
380748.0%
Holding current value
$1.62 Million
Previous $0
Infinity%
% of portfolio
0.07%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ADFI
# of Institutions
16Shares Held
6.32MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.37MShares$45.6 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
-
Advisor Net Financial, Inc76.6KShares$650,5800.05% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$592,5170.37% of portfolio