Mosley Wealth Management Two Rds Shared Tr Anfield Dyna Call Options Transaction History
Mosley Wealth Management
- $161 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ADFI
# of Institutions
18Shares Held
5.9MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.19MShares$44.7 Million0.75% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA221KShares$1.91 Million0.66% of portfolio
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Geo Wealth Management, LLC Chicago, IL184KShares$1.59 Million0.07% of portfolio
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Independent Advisor Alliance58.7KShares$506,1920.01% of portfolio
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Advisor Net Financial, Inc41.5KShares$357,9110.02% of portfolio