Two Rds Shared Tr Anfield Dyna ADFI
Institutional shares held
5.74 Million
0
calls
0
puts
Total value of holdings
$48.4M
$0
calls
$0
puts
# of Institutions
14
We take great care to ensure that the data presented and summarized in this overview for TWO RDS SHARED TR ANFIELD DYNA is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ADFI
View all-
Foundations Investment Advisors, LLC5.11MShares$43.1 Million0.88% of portfolio
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Slt Holdings LLC Scottsdale, AZ208KShares$1.75 Million1.61% of portfolio
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Anfield Capital Management, LLC Newport Beach, CA205KShares$1.73 Million0.65% of portfolio
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Mosley Wealth Management Anaheim, CA69.8KShares$588,3290.37% of portfolio
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Independent Advisor Alliance54.1KShares$456,2400.01% of portfolio
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Atomi Financial Group, Inc. Irvine, CA31.3KShares$263,6480.01% of portfolio
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Provence Wealth Management Group26.3KShares$221,8350.12% of portfolio
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Atria Investments LLC Charlotte, NC20.8KShares$175,4700.0% of portfolio
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Ubs Group Ag6.08KShares$51,2880.0% of portfolio
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Tucker Asset Management LLC Littleton, CO3.95KShares$33,2640.0% of portfolio