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

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 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 1,750 shares of ADFI stock, worth $15,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,750
Previous 2,424 27.81%
Holding current value
$15,084
Previous $20,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$8.32 - $8.55 $5,607 - $5,762
-674 Reduced 27.81%
1,750 $14,000
Q1 2025

May 06, 2025
BUY
$8.25 - $8.59 $13,299 - $13,847
1,612 Added 198.52%
2,424 $20,000
Q4 2024

Feb 13, 2025
BUY
$8.37 - $8.79 $6,796 - $7,137
812 New
812 $6,000
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
18
Shares Held
5.9M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR ANFIELD DYNA

ADFI Quotes by TradingView
  • Ticker ADFI
  • Sector ETFs
  • Industry ETFs
More about ADFI
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