Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
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 5,371,907 shares of ADFI stock, worth $45.6 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
5,371,907
Previous 5,113,958
5.04%
Holding current value
$45.6 Million
Previous $42.9 Million
6.54%
% of portfolio
0.9%
Previous 0.88%
Shares
17 transactions
Others Institutions Holding ADFI
# of Institutions
17Shares Held
6.32MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA227KShares$1.93 Million0.75% of portfolio
-
Geo Wealth Management, LLC Chicago, IL190KShares$1.62 Million0.07% of portfolio
-
Slt Holdings LLC Scottsdale, AZ189KShares$1.6 Million1.2% of portfolio
-
Advisor Net Financial, Inc72.6KShares$616,0170.04% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$592,5170.37% of portfolio