Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
293K+ 6.3% |
$2.48M - $2.6M
|
4.95M
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
803+ 32.59% |
$6.79K - $7.11K
|
3.27K
$27.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
419New |
$3.54K - $3.71K
|
419
$3.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
151+ 0.73% |
$1.28K - $1.34K
|
21K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40New |
$338 - $354
|
40
$340
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-604- 0.84% |
$5.1K - $5.35K
|
71.1K
$603K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 9.54% |
$182K - $191K
|
204K
$1.74M
|