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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$8.25 - $8.59 $55,349 - $57,630
6,709 Added 12.4%
60,830 $517,000
Q4 2024

Feb 07, 2025
BUY
$8.37 - $8.79 $452,992 - $475,723
54,121 New
54,121 $454,000

Others Institutions Holding ADFI

# of Institutions
16
Shares Held
6.31M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR ANFIELD DYNA

ADFI Quotes by TradingView
  • Ticker ADFI
  • Sector ETFs
  • Industry ETFs
More about ADFI
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email