Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Put Options Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

12

Shares Held

5.73M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43.4 Million
0.88% of portfolio
Slt Holdings LLC Scottsdale, AZ

208K
Shares

$1.76 Million
1.61% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.74 Million
0.65% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$603,248
0.42% of portfolio
Independent Advisor Alliance

54.1K
Shares

$459,487
0.01% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

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