Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding ADFI
# of Institutions
12Shares Held
5.73MCall Options Held
0Put Options Held
0-
Slt Holdings LLC Scottsdale, AZ208KShares$1.76 Million1.61% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA205KShares$1.74 Million0.65% of portfolio
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Mosley Wealth Management Anaheim, CA69.8KShares$592,5170.37% of portfolio
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Independent Advisor Alliance54.1KShares$459,4870.01% of portfolio
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Atomi Financial Group, Inc. Irvine, CA31.3KShares$265,5240.01% of portfolio