Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Geo Wealth Management, LLC holds 50 shares of ADFI stock, worth $422. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$422

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$8.37 - $8.79 $418 - $439	50 New	50 $0

Others Institutions Holding ADFI

# of Institutions

Shares Held

5.74M

Call Options Held

Put Options Held

Foundations Investment Advisors, LLC

5.11M
Shares

$43.2 Million
0.88% of portfolio
Slt Holdings LLC Scottsdale, AZ

208K
Shares

$1.75 Million
1.61% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.73 Million
0.65% of portfolio
Mosley Wealth Management Anaheim, CA

69.8K
Shares

$589,725
0.37% of portfolio
Independent Advisor Alliance

54.1K
Shares

$457,322
0.01% of portfolio

View Full List

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

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Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History