Purchases and Sales Made in Q1 2025 in Two Rds Shared Tr Anfield Dyna (ADFI)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dyna (ADFI) during Q1 2025. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR ANFIELD DYNA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
258K+ 5.04% |
$2.13M - $2.22M
|
5.37M
$45.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190K+ 380748.0% |
$1.57M - $1.64M
|
190K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
76.6KNew |
$632K - $658K
|
76.6K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$249K - $259K
|
30.2K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 10.73% |
$181K - $189K
|
227K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.71K+ 12.4% |
$55.3K - $57.6K
|
60.8K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 9.49% |
$16.3K - $17K
|
22.8K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 198.52% |
$13.3K - $13.8K
|
2.42K
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 21.14% |
$10.6K - $11K
|
7.37K
$62.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216New |
$1.78K - $1.86K
|
216
$1.83K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 10.0% |
$25.8K - $26.9K
|
28.1K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-8.19K- 3.95% |
$67.6K - $70.3K
|
199K
$1.69M
|