Selective Wealth Management, Inc. Two Rds Shared Tranfield Us Eq Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding AESR
# of Institutions
21Shares Held
7.71MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.96MShares$82.8 Million1.76% of portfolio
-
First International Bank & Trust Watford City, ND1.06MShares$17.7 Million5.99% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA813KShares$13.6 Million5.35% of portfolio
-
Geneos Wealth Management Inc.421KShares$7.03 Million0.26% of portfolio
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Slt Holdings LLC Scottsdale, AZ149KShares$2.49 Million2.39% of portfolio