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 71,054 shares of ADFI stock, worth $603,248. This represents 0.42% of its overall portfolio holdings.

Number of Shares
71,054
Previous 71,658 0.84%
Holding current value
$603,248
Previous $608 Million 0.44%
% of portfolio
0.42%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$8.45 - $8.86 $5,103 - $5,351
-604 Reduced 0.84%
71,054 $611 Million
Q2 2024

Aug 06, 2024

BUY
$8.34 - $8.56 $177,500 - $182,182
21,283 Added 42.25%
71,658 $608 Million
Q1 2024

Apr 15, 2024

SELL
$8.43 - $8.62 $101,800 - $104,095
-12,076 Reduced 19.34%
50,375 $430 Million
Q4 2023

Feb 14, 2024

BUY
$8.04 - $8.64 $502,106 - $539,576
62,451 New
62,451 $538 Million

Others Institutions Holding ADFI

About TWO RDS SHARED TR ANFIELD DYNA


  • Ticker ADFI
  • Sector ETFs
  • Industry ETFs
More about ADFI
Track This Portfolio

Track Mosley Wealth Management Portfolio

Follow Mosley Wealth Management 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 Mosley Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mosley Wealth Management with notifications on news.