Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
271K+ 11.85% |
$2.18M - $2.34M
|
2.56M
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
62.5KNew |
$502K - $540K
|
62.5K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.66KNew |
$77.7K - $83.5K
|
9.66K
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.24KNew |
$42.1K - $45.3K
|
5.24K
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.63K+ 13.42% |
$13.1K - $14.1K
|
13.8K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.49K+ 105.73% |
$12K - $12.9K
|
2.91K
$24.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-300- 0.53% |
$2.41K - $2.59K
|
56.8K
$482K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.68K- 60.16% |
$21.6K - $23.2K
|
1.78K
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.57K- 11.94% |
$28.7K - $30.8K
|
26.3K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11K- 5.39% |
$88.3K - $94.9K
|
193K
$1.64M
|