Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Put Options Transaction History

Mosley Wealth Management

$147 Billion
Q3 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

10

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43.4 Million
0.88% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.74 Million
0.65% of portfolio
Atomi Financial Group, Inc. Irvine, CA

31.3K
Shares

$265,524
0.01% of portfolio
Provence Wealth Management Group

26.3K
Shares

$223,414
0.12% of portfolio
Atria Investments LLC Charlotte, NC

20.8K
Shares

$176,719
0.0% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

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