Assetmark, Inc Two Rds Shared Tr Anfield Dyna Call Options Transaction History

Assetmark, Inc

$41.6 Billion
Q2 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

18

Shares Held

6.08M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.19M
Shares

$44.7 Million
0.75% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

221K
Shares

$1.91 Million
0.66% of portfolio
Slt Holdings LLC Scottsdale, AZ

189K
Shares

$1.63 Million
1.2% of portfolio
Geo Wealth Management, LLC Chicago, IL

184K
Shares

$1.59 Million
0.07% of portfolio
Mosley Wealth Management Anaheim, CA

69.8K
Shares

$601,589
0.37% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.