Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,950,587 shares of ADFI stock, worth $42 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
4,950,587
Previous 4,657,328
6.3%
Holding current value
$42 Million
Previous $39.5 Million
9.8%
% of portfolio
0.97%
Previous 1.02%
Shares
15 transactions
Others Institutions Holding ADFI
# of Institutions
9Shares Held
5.28MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.74 Million0.7% of portfolio
-
Mosley Wealth Management Anaheim, CA71.1KShares$603,2480.42% of portfolio
-
Provence Wealth Management Group26.3KShares$223,4140.12% of portfolio
-
Atria Investments LLC Charlotte, NC21KShares$177,9840.0% of portfolio
-
Geneos Wealth Management Inc.3.27KShares$27,7360.0% of portfolio