Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Transaction History
Mosley Wealth Management
- $161 Billion
- Q4 2024
A detailed history of Mosley Wealth Management transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Mosley Wealth Management holds 69,790 shares of ADFI stock, worth $588,329. This represents 0.37% of its overall portfolio holdings.
Number of Shares
69,790
Previous 71,054
1.78%
Holding current value
$588,329
Previous $611 Million
3.38%
% of portfolio
0.37%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding ADFI
# of Institutions
14Shares Held
5.74MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.11MShares$43.1 Million0.88% of portfolio
-
Slt Holdings LLC Scottsdale, AZ208KShares$1.75 Million1.61% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA205KShares$1.73 Million0.65% of portfolio
-
Independent Advisor Alliance54.1KShares$456,2400.01% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA31.3KShares$263,6480.01% of portfolio