Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding ADFI
# of Institutions
18Shares Held
6.32MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA227KShares$1.92 Million0.75% of portfolio
-
Geo Wealth Management, LLC Chicago, IL190KShares$1.61 Million0.07% of portfolio
-
Slt Holdings LLC Scottsdale, AZ189KShares$1.6 Million1.2% of portfolio
-
Advisor Net Financial, Inc72.6KShares$615,2910.04% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$591,8190.37% of portfolio