Purchases and Sales Made in Q2 2024 in Two Rds Shared Tr Anfield Dyna (ADFI)
This table provides information about the institutional ownership of Two Rds Shared Tr Anfield Dyna (ADFI) during Q2 2024. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR ANFIELD DYNA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.69M+ 56.69% |
$14.1M - $14.4M
|
4.66M
$39.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
226KNew |
$1.88M - $1.93M
|
226K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
21.3K+ 42.25% |
$178K - $182K
|
71.7K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$174K - $178K
|
20.8K
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.28K+ 13.97% |
$35.7K - $36.6K
|
34.9K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 6.63% |
$1.46K - $1.5K
|
2.46K
$20.9K
|