Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ADFI
# of Institutions
9Shares Held
5.28MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.72 Million0.7% of portfolio
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Mosley Wealth Management Anaheim, CA71.1KShares$597,5640.42% of portfolio
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Provence Wealth Management Group26.3KShares$221,3090.12% of portfolio
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Atria Investments LLC Charlotte, NC21KShares$176,3070.0% of portfolio
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Geneos Wealth Management Inc.3.27KShares$27,4750.0% of portfolio