Atria Investments LLC Two Rds Shared Tr Anfield Dyna Transaction History
Atria Investments LLC
- $7.56 Billion
- Q3 2024
A detailed history of Atria Investments LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Atria Investments LLC holds 20,964 shares of ADFI stock, worth $175,678. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,964
Previous 20,813
0.73%
Holding current value
$175,678
Previous $176,000
3.98%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ADFI
# of Institutions
9Shares Held
5.28MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.95MShares$41.5 Million0.97% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.71 Million0.7% of portfolio
-
Mosley Wealth Management Anaheim, CA71.1KShares$595,4320.42% of portfolio
-
Provence Wealth Management Group26.3KShares$220,5190.12% of portfolio
-
Geneos Wealth Management Inc.3.27KShares$27,3770.0% of portfolio