Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding ADFI
# of Institutions
18Shares Held
5.6MCall Options Held
0Put Options Held
0- 
    
      Anfield Capital Management, LLC Newport Beach, CA221KShares$1.91 Million0.66% of portfolio
 - 
    
      Geo Wealth Management, LLC Chicago, IL184KShares$1.59 Million0.07% of portfolio
 - 
    
      Mosley Wealth Management Anaheim, CA69.8KShares$601,5890.37% of portfolio
 - 
    
      Independent Advisor Alliance58.7KShares$506,1920.01% of portfolio
 - 
    
      Advisor Net Financial, Inc41.5KShares$357,9110.02% of portfolio