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

Selective Wealth Management, Inc.

$308 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

18

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.88M
Shares

$42.1 Million
0.67% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

221K
Shares

$1.91 Million
0.66% of portfolio
Geo Wealth Management, LLC Chicago, IL

184K
Shares

$1.59 Million
0.07% of portfolio
Mosley Wealth Management Anaheim, CA

69.8K
Shares

$601,589
0.37% of portfolio
Independent Advisor Alliance

58.4K
Shares

$503,149
0.01% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

More about ADFI

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