Concourse Financial Group Securities, Inc. Two Rds Shared Tr Anfield Dyna Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$8.32 - $8.55 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	BUY	$8.25 - $8.59 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	BUY	$8.37 - $8.79 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$8.45 - $8.86 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$8.34 - $8.56 $0 - $0	0 New	0 $0

Q1 2024 Apr 30, 2024	BUY	$8.43 - $8.62 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$8.04 - $8.64 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$8.23 - $8.52 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$8.23 - $8.52 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$8.37 - $8.61 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$8.34 - $8.68 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$8.11 - $8.55 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$8.15 - $8.76 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$8.38 - $9.05 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$8.93 - $9.55 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$9.56 - $9.74 $0 - $0	0 New	0 $0
Q3 2021 Nov 09, 2021	BUY	$9.67 - $9.79 $0 - $0	0 New	0 $0
Q2 2021 Aug 13, 2021	BUY	$9.63 - $9.76 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$9.58 - $9.96 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$9.9 - $10.02 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$9.97 - $10.06 $0 - $0	0 New	0 $0

Others Institutions Holding ADFI

# of Institutions

Shares Held

5.77M

Call Options Held

Put Options Held

Foundations Investment Advisors, LLC

4.88M
Shares

$41.8 Million
0.67% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

221K
Shares

$1.89 Million
0.61% of portfolio
Tcfg Wealth Management, LLC Laguna Niguel, CA

192K
Shares

$1.65 Million
0.01% of portfolio
Geo Wealth Management, LLC Chicago, IL

170K
Shares

$1.45 Million
0.06% of portfolio
Mosley Wealth Management Anaheim, CA

69.8K
Shares

$598,100
0.37% of portfolio

View Full List

About TWO RDS SHARED TR ANFIELD DYNA

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