Latest Institutional Transactions on Two Rds Shared Tr Anfield Dyna (ADFI)
This table provides information on the latest institutional transactions involving Two Rds Shared Tr Anfield Dyna (ADFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
942New |
$7.84K - $8.05K
|
942
$8.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.33K+ 14.35% |
$36K - $37K
|
34.5K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$102K - $105K
|
12.3K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-220- 2.99% |
$1.83K - $1.88K
|
7.15K
$61.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 3.27% |
$51.9K - $53.3K
|
184K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 3.46% |
$17.5K - $18K
|
58.7K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 2.54% |
$47.9K - $49.3K
|
221K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-186K- 3.47% |
$1.55M - $1.59M
|
5.19M
$44.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-674- 27.81% |
$5.61K - $5.76K
|
1.75K
$15K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-761- 3.34% |
$6.33K - $6.51K
|
22K
$189K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258New |
$2.15K - $2.21K
|
258
$2.21K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-10.8K- 5.39% |
$89.5K - $91.9K
|
189K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
20.7KNew |
$172K - $177K
|
20.7K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.07K- 5.31% |
$33.9K - $34.8K
|
72.6K
$621K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 10.0% |
$25.8K - $26.9K
|
28.1K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216New |
$1.78K - $1.86K
|
216
$1.85K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.95KNew |
$33K - $34.7K
|
3.95K
$33.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.26K- 1.78% |
$10.6K - $11.1K
|
69.8K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-802- 24.55% |
$6.71K - $7.05K
|
2.47K
$21.1K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
419New |
$3.54K - $3.71K
|
419
$3.59K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
492New |
$4.15K - $4.24K
|
492
$4.21K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42KNew |
$37.3K - $38.1K
|
4.42K
$37.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.66KNew |
$77.7K - $83.5K
|
9.66K
$82.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.24KNew |
$42.1K - $45.3K
|
5.24K
$44.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-300- 0.53% |
$2.41K - $2.59K
|
56.8K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.57K- 11.94% |
$28.7K - $30.8K
|
26.3K
$225K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.38K+ 2.84% |
$19.9K - $20.7K
|
86.2K
$738K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.87KNew |
$15.2K - $16K
|
1.87K
$16K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-11.8KClosed |
$112K - $114K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-519Closed |
$4.96K - $5.06K
|
0
$0
|
|