GeoWealth Management, LLC's ownership history for ADFI


GeoWealth Management, LLC currently holds 169.8K shares with a market value of $1.5M. It started holding ADFI on 2024-12-31. At its peak, it held 190.4K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 50 shares on 2024-12-31, with a value of $420 on 2024-12-31. In the recent 180 days, GeoWealth Management, LLC has decreased its shares by 20.7K.


GeoWealth Management, LLC's ownership history for ADFI