Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,113,958 shares of ADFI stock, worth $43.2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

5,113,958

Previous 4,950,587 3.3%

Holding current value

$43.2 Million

Previous $43.4 Million 1.17%

% of portfolio

0.88%

Previous 0.97%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$8.37 - $8.79 $1.37 Million - $1.44 Million	163,371 Added 3.3%	5,113,958 $42.9 Million
Q3 2024 Oct 21, 2024	BUY	$8.45 - $8.86 $2.48 Million - $2.6 Million	293,259 Added 6.3%	4,950,587 $43.4 Million
Q2 2024 Aug 02, 2024	BUY	$8.34 - $8.56 $14.1 Million - $14.4 Million	1,685,014 Added 56.69%	4,657,328 $39.5 Million
Q1 2024 May 13, 2024	BUY	$8.43 - $8.62 $3.49 Million - $3.57 Million	414,445 Added 16.2%	2,972,314 $25.4 Million
Q4 2023 Feb 08, 2024	BUY	$8.04 - $8.64 $2.18 Million - $2.34 Million	270,912 Added 11.85%	2,557,869 $22 Million
Q3 2023 Oct 05, 2023	BUY	$8.23 - $8.52 $2.35 Million - $2.43 Million	285,767 Added 14.28%	2,286,957 $18.8 Million
Q2 2023 Jul 19, 2023	BUY	$8.37 - $8.61 $3.91 Million - $4.02 Million	466,749 Added 30.42%	2,001,190 $16.9 Million
Q1 2023 Apr 25, 2023	BUY	$8.34 - $8.68 $1.92 Million - $1.99 Million	229,820 Added 17.62%	1,534,441 $13.1 Million
Q4 2022 Jan 11, 2023	BUY	$8.11 - $8.55 $1.13 Million - $1.19 Million	139,023 Added 11.93%	1,304,621 $0
Q3 2022 Oct 19, 2022	BUY	$8.15 - $8.76 $1.64 Million - $1.76 Million	201,213 Added 20.86%	1,165,598 $9.54 Million
Q2 2022 Jul 08, 2022	BUY	$8.38 - $9.05 $607,558 - $656,134	72,501 Added 8.13%	964,385 $8.2 Million
Q1 2022 Apr 19, 2022	BUY	$8.93 - $9.55 $886,150 - $947,675	99,233 Added 12.52%	891,884 $7.87 Million
Q4 2021 Jan 21, 2022	BUY	$9.56 - $9.74 $184,001 - $187,465	19,247 Added 2.49%	792,651 $7.51 Million
Q3 2021 Oct 13, 2021	BUY	$9.67 - $9.79 $139,325 - $141,054	14,408 Added 1.9%	773,404 $7.48 Million
Q2 2021 Jul 14, 2021	SELL	$9.63 - $9.76 $77,637 - $78,685	-8,062 Reduced 1.05%	758,996 $7.41 Million
Q1 2021 Apr 09, 2021	BUY	$9.58 - $9.96 $7.35 Million - $7.64 Million	767,058 New	767,058 $7.42 Million

Others Institutions Holding ADFI

# of Institutions

Shares Held

5.47M

Call Options Held

Put Options Held

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About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
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Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Transaction History