Two Rds Shared Tr Anfield Dyna ADFI

ADFI Quotes by TradingView
Institutional shares held 5.82 Million
0 calls
0 puts
Total value of holdings $49.4M
$0 calls
$0 puts
# of Institutions 15

Quarterly Institutional Activity in ADFI

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Top Institutions Holding ADFI

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Latest Institutional Activity in ADFI

Top Purchases

Q1 2025
Advisor Net Financial, Inc Shares Held: 76.6K ($651K)
76.6K Shares purchased
New Holding
Q4 2024
Slt Holdings LLC Shares Held: 208K ($1.76M)
208K Shares purchased
New Holding
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 5.11M ($43.5M)
163K Shares purchased
3.3% Added
Q4 2024
Independent Advisor Alliance Shares Held: 54.1K ($460K)
54.1K Shares purchased
New Holding
Q4 2024
Atomi Financial Group, Inc. Shares Held: 31.3K ($266K)
31.3K Shares purchased
New Holding
View All Buyers

Top Sells

Q4 2024
Mosley Wealth Management Shares Held: 69.8K ($593K)
1.26K Shares sold
1.78% Reduced
Q4 2024
Geneos Wealth Management Inc. Shares Held: 2.47K ($21K)
802 Shares sold
24.55% Reduced
Q4 2024
Atria Investments LLC Shares Held: 20.8K ($177K)
149 Shares sold
0.71% Reduced
Q1 2024
Citadel Advisors LLC Shares Held: 10K ($85K)
3.81K Shares sold
27.59% Reduced
Q4 2023
Provence Wealth Management Group Shares Held: 26.3K ($224K)
3.57K Shares sold
11.94% Reduced
View All Sellers

About ADFI

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ADFI Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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