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

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

9

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.95M
Shares

$41.6 Million
0.97% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.72 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$596,853
0.42% of portfolio
Provence Wealth Management Group

26.3K
Shares

$221,046
0.12% of portfolio
Atria Investments LLC Charlotte, NC

21K
Shares

$176,097
0.0% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.