Independent Advisor Alliance Two Rds Shared Tr Anfield Dyna Transaction History
Independent Advisor Alliance
- $2.95 Billion
- Q1 2025
A detailed history of Independent Advisor Alliance transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Independent Advisor Alliance holds 60,830 shares of ADFI stock, worth $516,446. This represents 0.02% of its overall portfolio holdings.
Number of Shares
60,830
Previous 54,121
12.4%
Holding current value
$516,446
Previous $454,000
13.88%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ADFI
# of Institutions
16Shares Held
6.32MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.37MShares$45.6 Million0.9% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA227KShares$1.93 Million0.75% of portfolio
-
Slt Holdings LLC Scottsdale, AZ199KShares$1.69 Million1.59% of portfolio
-
Geo Wealth Management, LLC Chicago, IL190KShares$1.62 Million0.07% of portfolio
-
Advisor Net Financial, Inc76.6KShares$650,5800.05% of portfolio