Ae Wealth Management LLC Two Rds Shared Tr Anfield Dyna Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
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 2,424 shares of ADFI stock, worth $20,385. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,424
Previous 812
198.52%
Holding current value
$20,385
Previous $6,000
233.33%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding ADFI
# of Institutions
16Shares Held
6.32MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.37MShares$45.2 Million0.9% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA227KShares$1.91 Million0.75% of portfolio
-
Slt Holdings LLC Scottsdale, AZ199KShares$1.68 Million1.59% of portfolio
-
Geo Wealth Management, LLC Chicago, IL190KShares$1.6 Million0.07% of portfolio
-
Advisor Net Financial, Inc76.6KShares$644,4490.05% of portfolio