Independent Advisor Alliance Two Rds Shared Tr Anfield Dyna Put Options Transaction History

Independent Advisor Alliance

$7.25 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

12

Shares Held

5.73M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43.4 Million
0.88% of portfolio
Slt Holdings LLC Scottsdale, AZ

208K
Shares

$1.76 Million
1.61% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.74 Million
0.65% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$602,537
0.42% of portfolio
Atomi Financial Group, Inc. Irvine, CA

31.3K
Shares

$265,212
0.01% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

Track This Portfolio

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.