Geo Wealth Management, LLC Two Rds Shared Tranfield Us Eq Transaction History
Geo Wealth Management, LLC
- $2.4 Billion
- Q2 2025
A detailed history of Geo Wealth Management, LLC transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Geo Wealth Management, LLC holds 114,955 shares of AESR stock, worth $2.33 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
114,955
Previous 120,433
4.55%
Holding current value
$2.33 Million
Previous $1.99 Million
9.72%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AESR
# of Institutions
26Shares Held
7.79MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.96MShares$101 Million1.6% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA815KShares$16.5 Million5.43% of portfolio
-
First International Bank & Trust Watford City, ND746KShares$15.1 Million4.92% of portfolio
-
Geneos Wealth Management Inc.382KShares$7.74 Million0.18% of portfolio
-
Xy Planning Network, Inc. Bozeman, MT237KShares$4.8 Million1.53% of portfolio