Selective Wealth Management, Inc. Two Rds Shared Tranfield Us Eq Transaction History
Selective Wealth Management, Inc.
- $272 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding AESR
# of Institutions
25Shares Held
8MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.13MShares$97 Million1.66% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA833KShares$15.7 Million5.32% of portfolio
-
First International Bank & Trust Watford City, ND746KShares$14.1 Million4.92% of portfolio
-
Geneos Wealth Management Inc.392KShares$7.41 Million0.22% of portfolio
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Xy Planning Network, Inc. Bozeman, MT237KShares$4.48 Million1.53% of portfolio