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

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

16

Shares Held

6.32M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.37M
Shares

$45.5 Million
0.9% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

227K
Shares

$1.92 Million
0.75% of portfolio
Slt Holdings LLC Scottsdale, AZ

199K
Shares

$1.69 Million
1.59% of portfolio
Geo Wealth Management, LLC Chicago, IL

190K
Shares

$1.61 Million
0.07% of portfolio
Advisor Net Financial, Inc

76.6K
Shares

$649,047
0.05% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

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