Latest Institutional Sells of Two Rds Shared Tr Anfield Dyna (ADFI)
This list provides information on the latest institutional transactions involving Two Rds Shared Tr Anfield Dyna (ADFI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-303K- 5.85% |
$2.56M - $2.63M
|
4.88M
$41.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-175K- 93.04% |
$1.48M - $1.52M
|
13.1K
$113K
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-170K- 88.38% |
$1.44M - $1.47M
|
22.3K
$191K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31K- 42.78% |
$262K - $269K
|
41.5K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3K- 44.42% |
$129K - $133K
|
19.2K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.4K- 7.83% |
$122K - $125K
|
170K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.05K- 98.62% |
$59.6K - $61.2K
|
99
$848
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.32K- 75.26% |
$11.1K - $11.4K
|
433
$3.71K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-353- 0.16% |
$2.98K - $3.06K
|
221K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-353- 0.6% |
$2.98K - $3.06K
|
58.4K
$500K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-93- 0.42% |
$786 - $807
|
21.9K
$188K
|
|
| 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
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-1.26K- 1.78% |
$10.6K - $11.1K
|
69.8K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-802- 24.55% |
$6.71K - $7.05K
|
2.47K
$21.1K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.57K- 11.94% |
$28.7K - $30.8K
|
26.3K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-300- 0.53% |
$2.41K - $2.59K
|
56.8K
$487K
|
|
| 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
|
|