Ae Wealth Management LLC Two Rds Shared Tr Anfield Dive Transaction History
Ae Wealth Management LLC
- $8.07 Billion
- Q1 2024
A detailed history of Ae Wealth Management LLC transactions in Two Rds Shared Tr Anfield Dive stock. As of the latest transaction made, Ae Wealth Management LLC holds 20,778 shares of DALT stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,778
Previous 28,738
27.7%
Holding current value
$0
Previous $247,000
24.29%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DALT
# of Institutions
22Shares Held
5.04MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.41MShares$01.11% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA172KShares$00.75% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA151KShares$00.13% of portfolio
-
Mosley Wealth Management Anaheim, CA84.8KShares$00.72% of portfolio
-
Provence Wealth Management Group55KShares$00.25% of portfolio