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

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

10

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43 Million
0.88% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.72 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$596,853
0.42% of portfolio
Atomi Financial Group, Inc. Irvine, CA

31.3K
Shares

$262,710
0.01% of portfolio
Provence Wealth Management Group

26.3K
Shares

$221,046
0.12% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

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