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 $42.8 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
$42.8 Million
Previous $43.4 Million
1.17%
% of portfolio
0.88%
Previous 0.97%
Shares
16 transactions
Others Institutions Holding ADFI
# of Institutions
15Shares Held
5.82MCall Options Held
0Put Options Held
0-
Slt Holdings LLC Scottsdale, AZ208KShares$1.74 Million1.61% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA205KShares$1.72 Million0.65% of portfolio
-
Advisor Net Financial, Inc76.6KShares$641,3840.05% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$584,1420.37% of portfolio
-
Independent Advisor Alliance54.1KShares$452,9920.01% of portfolio