Assetmark, Inc Two Rds Shared Tr Anfield Dyna Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Assetmark, Inc holds 216 shares of ADFI stock, worth $1,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Holding current value

$1,829

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$8.25 - $8.59 $1,782 - $1,855	216 New	216 $1,000

Others Institutions Holding ADFI

# of Institutions

Shares Held

6.32M

Call Options Held

Put Options Held

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

View Full List

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

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