Coppell Advisory Solutions LLC Two Rds Shared Tr Anfield Dyna Transaction History

Coppell Advisory Solutions LLC

$680 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$8.04 - $8.64 $77,690 - $83,488	9,663 New	9,663 $83.2 Million

Others Institutions Holding ADFI

# of Institutions

9

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.95M
Shares

$41.3 Million
0.97% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.71 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$593,300
0.42% of portfolio
Provence Wealth Management Group

26.3K
Shares

$219,730
0.12% of portfolio
Atria Investments LLC Charlotte, NC

21K
Shares

$175,049
0.0% 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 Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.