Geo Wealth Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Geo Wealth Management, LLC
- $2.58 Billion
- Q3 2025
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 169,768 shares of ADFI stock, worth $1.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
169,768
Previous 184,190
7.83%
Holding current value
$1.45 Million
Previous $1.57 Million
7.07%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding ADFI
# of Institutions
19Shares Held
5.77MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.88MShares$41.8 Million0.67% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA221KShares$1.89 Million0.61% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA192KShares$1.65 Million0.01% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$598,1000.37% of portfolio
-
Independent Advisor Alliance58.4KShares$500,2300.01% of portfolio