Foundations Investment Advisors, LLC Two Rds Shared Tr Anfield Dyna Put Options Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding ADFI
# of Institutions
9Shares Held
5.28MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.72 Million0.7% of portfolio
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Mosley Wealth Management Anaheim, CA71.1KShares$596,8530.42% of portfolio
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Provence Wealth Management Group26.3KShares$221,0460.12% of portfolio
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Atria Investments LLC Charlotte, NC21KShares$176,0970.0% of portfolio
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Geneos Wealth Management Inc.3.27KShares$27,4420.0% of portfolio