Ae Wealth Management LLC Two Rds Shared Tr Anfield Dyna Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$8.23 - $8.52 $82,678 - $85,591	10,046 New	10,046 $82,000

Others Institutions Holding ADFI

# of Institutions

9

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.95M
Shares

$42 Million
0.97% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.74 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$603,248
0.42% of portfolio
Provence Wealth Management Group

26.3K
Shares

$223,414
0.12% of portfolio
Atria Investments LLC Charlotte, NC

21K
Shares

$177,984
0.0% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

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