Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 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 2,972,314 shares of ADFI stock, worth $25.3 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
2,972,314
Previous 2,557,869 16.2%
Holding current value
$25.3 Million
Previous $22 Million 15.12%
% of portfolio
0.71%
Previous 0.64%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$8.43 - $8.62 $3.49 Million - $3.57 Million
414,445 Added 16.2%
2,972,314 $25.4 Million
Q4 2023

Feb 08, 2024
BUY
$8.04 - $8.64 $2.18 Million - $2.34 Million
270,912 Added 11.85%
2,557,869 $22 Million
Q3 2023

Oct 05, 2023
BUY
$8.23 - $8.52 $2.35 Million - $2.43 Million
285,767 Added 14.28%
2,286,957 $18.8 Million
Q2 2023

Jul 19, 2023
BUY
$8.37 - $8.61 $3.91 Million - $4.02 Million
466,749 Added 30.42%
2,001,190 $16.9 Million
Q1 2023

Apr 25, 2023
BUY
$8.34 - $8.68 $1.92 Million - $1.99 Million
229,820 Added 17.62%
1,534,441 $13.1 Million
Q4 2022

Jan 11, 2023
BUY
$8.15 - $8.55 $1.13 Million - $1.19 Million
139,023 Added 11.93%
1,304,621 $0
Q3 2022

Oct 19, 2022
BUY
N/A
201,213 Added 20.86%
1,165,598 $9.54 Million
Q2 2022

Jul 08, 2022
BUY
N/A
72,501 Added 8.13%
964,385 $8.2 Million
Q1 2022

Apr 19, 2022
BUY
N/A
99,233 Added 12.52%
891,884 $7.87 Million
Q4 2021

Jan 21, 2022
BUY
N/A
19,247 Added 2.49%
792,651 $7.51 Million
Q3 2021

Oct 13, 2021
BUY
N/A
14,408 Added 1.9%
773,404 $7.48 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-8,062 Reduced 1.05%
758,996 $7.41 Million
Q1 2021

Apr 09, 2021
BUY
N/A
767,058 New
767,058 $7.42 Million

Others Institutions Holding ADFI

# of Institutions
11
Shares Held
3.12M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR ANFIELD DYNA

ADFI Quotes by TradingView
  • Ticker ADFI
  • Sector ETFs
  • Industry ETFs
More about ADFI
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