Coppell Advisory Solutions LLC Two Rds Shared Tr Anfield Dyna Transaction History

Coppell Advisory Solutions LLC

$680 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$8.04 - $8.64 $77,690 - $83,488	9,663 New	9,663 $83.2 Million

Others Institutions Holding ADFI

# of Institutions

10

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43.4 Million
0.88% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.74 Million
0.65% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$603,248
0.42% of portfolio
Atomi Financial Group, Inc. Irvine, CA

31.3K
Shares

$265,524
0.01% of portfolio
Provence Wealth Management Group

26.3K
Shares

$223,414
0.12% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

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