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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-186K- 3.47% |
$1.55M - $1.59M
|
5.19M
$44.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-10.8K- 5.39% |
$89.5K - $91.9K
|
189K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 3.27% |
$51.9K - $53.3K
|
184K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.76K- 2.54% |
$47.9K - $49.3K
|
221K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.07K- 5.31% |
$33.9K - $34.8K
|
72.6K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.11K- 3.46% |
$17.5K - $18K
|
58.7K
$503K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-761- 3.34% |
$6.33K - $6.51K
|
22K
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-674- 27.81% |
$5.61K - $5.76K
|
1.75K
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-220- 2.99% |
$1.83K - $1.88K
|
7.15K
$61.2K
|
|
| 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
$597K
|
|
|
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
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-300- 0.53% |
$2.41K - $2.59K
|
56.8K
$486K
|
|
| 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
|
|