Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Transaction History
Mosley Wealth Management
- $147 Billion
- Q3 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 71,054 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
Others Institutions Holding ADFI
# of Institutions
9Shares Held
5.28MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.95MShares$42 Million0.97% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.74 Million0.7% of portfolio
-
Provence Wealth Management Group26.3KShares$223,4140.12% of portfolio
-
Atria Investments LLC Charlotte, NC21KShares$177,9840.0% of portfolio
-
Geneos Wealth Management Inc.3.27KShares$27,7360.0% of portfolio