Independent Advisor Alliance Two Rds Shared Tranfield Us Eq Transaction History
Independent Advisor Alliance
- $3.71 Billion
- Q3 2025
A detailed history of Independent Advisor Alliance transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Independent Advisor Alliance holds 73,386 shares of AESR stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
73,386
Previous 88,421
17.0%
Holding current value
$1.52 Million
Previous $1.68 Million
9.85%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding AESR
# of Institutions
26Shares Held
7.36MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.66MShares$96.4 Million1.53% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA815KShares$16.9 Million5.43% of portfolio
-
First International Bank & Trust Watford City, ND716KShares$14.8 Million5.06% of portfolio
-
Geneos Wealth Management Inc.430KShares$8.91 Million0.24% of portfolio
-
Xy Planning Network, Inc. Bozeman, MT237KShares$4.9 Million1.53% of portfolio