Xy Planning Network, Inc. Two Rds Shared Tranfield Us Eq Transaction History
Xy Planning Network, Inc.
- $574 Billion
- Q4 2025
A detailed history of Xy Planning Network, Inc. transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Xy Planning Network, Inc. holds 233,715 shares of AESR stock, worth $4.73 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
233,715
Previous 236,807
1.31%
Holding current value
$4.73 Million
Previous $4.49 Billion
11.71%
% of portfolio
0.69%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding AESR
# of Institutions
26Shares Held
7.95MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.66MShares$94.2 Million1.53% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA827KShares$16.7 Million5.43% of portfolio
-
First International Bank & Trust Watford City, ND716KShares$14.5 Million5.06% of portfolio
-
Geneos Wealth Management Inc.505KShares$10.2 Million0.27% of portfolio
-
Wealth Enhancement Trust Services, Inc. Sioux Falls, SD441KShares$8.91 Million0.94% of portfolio