Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Transaction History
Mosley Wealth Management
- $117 Billion
- Q2 2024
A detailed history of Mosley Wealth Management transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Mosley Wealth Management holds 71,658 shares of ADFI stock, worth $611,242. This represents 0.52% of its overall portfolio holdings.
Number of Shares
71,658
Previous 50,375
42.25%
Holding current value
$611,242
Previous $430 Million
41.58%
% of portfolio
0.52%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding ADFI
# of Institutions
8Shares Held
5.33MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.95MShares$42.2 Million0.97% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA226KShares$1.93 Million0.98% of portfolio
-
Jane Street Group, LLC New York, NY34.9KShares$297,5510.0% of portfolio
-
Provence Wealth Management Group26.3KShares$224,4660.12% of portfolio
-
Atria Investments LLC Charlotte, NC21KShares$178,8220.0% of portfolio