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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.07K- 5.31% |
$33.9K - $34.8K
|
72.6K
$616K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.2KNew |
$249K - $259K
|
30.2K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 10.0% |
$25.8K - $26.9K
|
28.1K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 21.14% |
$10.6K - $11K
|
7.37K
$62.6K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 10.73% |
$181K - $189K
|
227K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.71K+ 12.4% |
$55.3K - $57.6K
|
60.8K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190K+ 380748.0% |
$1.57M - $1.64M
|
190K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-8.19K- 3.95% |
$67.6K - $70.3K
|
199K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
258K+ 5.04% |
$2.13M - $2.22M
|
5.37M
$45.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
216New |
$1.78K - $1.86K
|
216
$1.83K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 9.49% |
$16.3K - $17K
|
22.8K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 198.52% |
$13.3K - $13.8K
|
2.42K
$20.6K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.95KNew |
$33K - $34.7K
|
3.95K
$33.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.26K- 1.78% |
$10.6K - $11.1K
|
69.8K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-802- 24.55% |
$6.71K - $7.05K
|
2.47K
$20.9K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
419New |
$3.54K - $3.71K
|
419
$3.56K
|
|
| Q1 2024 | |||||||
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
492New |
$4.15K - $4.24K
|
492
$4.18K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.81K- 27.59% |
$32.1K - $32.8K
|
10K
$84.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.42KNew |
$37.3K - $38.1K
|
4.42K
$37.5K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.66KNew |
$77.7K - $83.5K
|
9.66K
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.24KNew |
$42.1K - $45.3K
|
5.24K
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-300- 0.53% |
$2.41K - $2.59K
|
56.8K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.57K- 11.94% |
$28.7K - $30.8K
|
26.3K
$223K
|
|
| 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
$732K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.87KNew |
$15.2K - $16K
|
1.87K
$15.9K
|
|
| 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
|
|