Institutional Ownership Two Rds Shared Tr Anfield Dyna (ADFI)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dyna (ADFI). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,950,587
shares
|
$42.2 Million
0.97% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
226,010
shares
|
$1.93 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
71,658
shares
|
$611,242
0.52% of portfolio
|
Q2 2024
Added 42.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
34,883
shares
|
$297,551
0.0% of portfolio
|
Q2 2024
Added 13.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26,315
shares
|
$224,466
0.12% of portfolio
|
Q4 2023
Reduced 11.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
20,964
shares
|
$178,822
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,464
shares
|
$21,017
0.0% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|