Selective Wealth Management, Inc. Two Rds Shared Tr Anfield Dyna Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	$9.56 - $9.74 $4,961 - $5,055	-519 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$9.67 - $9.79 $5,018 - $5,081	519 New	519 $5,000

Others Institutions Holding ADFI

# of Institutions

16

Shares Held

6.32M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.37M
Shares

$45.5 Million
0.9% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

227K
Shares

$1.92 Million
0.75% of portfolio
Slt Holdings LLC Scottsdale, AZ

199K
Shares

$1.69 Million
1.59% of portfolio
Geo Wealth Management, LLC Chicago, IL

190K
Shares

$1.61 Million
0.07% of portfolio
Advisor Net Financial, Inc

76.6K
Shares

$649,047
0.05% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
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