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

Selective Wealth Management, Inc.

$239 Million
Q3 2024

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

8

Shares Held

5.33M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.95M
Shares

$42.2 Million
0.97% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.74 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.7K
Shares

$611,242
0.52% of portfolio
Jane Street Group, LLC New York, NY

34.9K
Shares

$297,551
0.0% of portfolio
Provence Wealth Management Group

26.3K
Shares

$224,466
0.12% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.