Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 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 184,190 shares of ADFI stock, worth $1.58 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
184,190
Previous 190,424
3.27%
Holding current value
$1.58 Million
Previous $1.62 Million
3.02%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding ADFI
# of Institutions
18Shares Held
6.11MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.19MShares$44.4 Million0.75% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA221KShares$1.89 Million0.66% of portfolio
-
Slt Holdings LLC Scottsdale, AZ189KShares$1.61 Million1.2% of portfolio
-
Advisor Net Financial, Inc72.6KShares$621,0960.04% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$597,4020.37% of portfolio