Independent Advisor Alliance Two Rds Shared Tr Anfield Dyna Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 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 58,723 shares of ADFI stock, worth $502,668. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,723
Previous 60,830
3.46%
Holding current value
$502,668
Previous $517,000
3.29%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ADFI
# of Institutions
18Shares Held
6.13MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.19MShares$44.4 Million0.75% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA221KShares$1.89 Million0.66% of portfolio
-
Slt Holdings LLC Scottsdale, AZ189KShares$1.61 Million1.2% of portfolio
-
Geo Wealth Management, LLC Chicago, IL184KShares$1.58 Million0.07% of portfolio
-
Advisor Net Financial, Inc72.6KShares$621,0960.04% of portfolio