Independent Advisor Alliance Two Rds Shared Tranfield Us Eq Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 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 88,421 shares of AESR stock, worth $1.79 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
88,421
Previous 91,127
2.97%
Holding current value
$1.79 Million
Previous $1.5 Million
11.52%
% of portfolio
0.05%
Previous 0.05%
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