Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Put Options Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding ADFI
# of Institutions
18Shares Held
6.11MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.19MShares$44.6 Million0.75% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA221KShares$1.9 Million0.66% of portfolio
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Slt Holdings LLC Scottsdale, AZ189KShares$1.62 Million1.2% of portfolio
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Advisor Net Financial, Inc72.6KShares$624,7240.04% of portfolio
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Mosley Wealth Management Anaheim, CA69.8KShares$600,8910.37% of portfolio