Provence Wealth Management Group Two Rds Shared Tranfield Us Eq Call Options Transaction History

Provence Wealth Management Group

$186 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AESR

# of Institutions

16

Shares Held

7.39M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.84M
Shares

$84.9 Million
1.84% of portfolio
First International Bank & Trust Watford City, ND

1.07M
Shares

$18.9 Million
5.95% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

809K
Shares

$14.2 Million
6.77% of portfolio
Geneos Wealth Management Inc.

430K
Shares

$7.55 Million
0.31% of portfolio
Mosley Wealth Management Anaheim, CA

45.8K
Shares

$803,965
0.64% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
Sector ETFs
Industry ETFs

More about AESR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.