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

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

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