Hm Payson & CO Two Rds Shared Tranfield Us Eq Transaction History

Hm Payson & CO

$5.6 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 20, 2024	BUY	$13.42 - $15.59 $21,391 - $24,850	1,594 New	1,594 $24,000

Others Institutions Holding AESR

# of Institutions

26

Shares Held

7.99M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.13M
Shares

$99 Million
1.66% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

833K
Shares

$16.1 Million
5.32% of portfolio
First International Bank & Trust Watford City, ND

746K
Shares

$14.4 Million
4.92% of portfolio
Geneos Wealth Management Inc.

392K
Shares

$7.56 Million
0.22% of portfolio
Xy Planning Network, Inc. Bozeman, MT

237K
Shares

$4.57 Million
1.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
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