Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Mosley Wealth Management
- $161 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ADFI
# of Institutions
16Shares Held
5.82MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.11MShares$43.5 Million0.88% of portfolio
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Slt Holdings LLC Scottsdale, AZ208KShares$1.76 Million1.61% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA205KShares$1.74 Million0.65% of portfolio
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Advisor Net Financial, Inc76.6KShares$651,3460.05% of portfolio
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Independent Advisor Alliance54.1KShares$460,0280.01% of portfolio