Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
208KNew |
$1.74M - $1.82M
|
208K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
163K+ 3.3% |
$1.37M - $1.44M
|
5.11M
$43.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
54.1KNew |
$453K - $476K
|
54.1K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31.3KNew |
$262K - $275K
|
31.3K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
560+ 0.27% |
$4.69K - $4.92K
|
205K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-149- 0.71% |
$1.25K - $1.31K
|
20.8K
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-802- 24.55% |
$6.71K - $7.05K
|
2.47K
$20.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.26K- 1.78% |
$10.6K - $11.1K
|
69.8K
$593K
|