Ae Wealth Management LLC Two Rds Shared Tr Anfield Dyna Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q4 2024
A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Ae Wealth Management LLC holds 812 shares of ADFI stock, worth $6,877. This represents 0.0% of its overall portfolio holdings.
Number of Shares
812Holding current value
$6,877% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding ADFI
# of Institutions
14Shares Held
5.74MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.11MShares$43.3 Million0.88% of portfolio
-
Slt Holdings LLC Scottsdale, AZ208KShares$1.76 Million1.61% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA205KShares$1.74 Million0.65% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$591,1210.37% of portfolio
-
Independent Advisor Alliance54.1KShares$458,4040.01% of portfolio