Independent Advisor Alliance Two Rds Shared Tr Anfield Dyna Transaction History
Independent Advisor Alliance
- $3.71 Billion
- Q3 2025
A detailed history of Independent Advisor Alliance transactions in Two Rds Shared Tr Anfield Dyna stock. As of the latest transaction made, Independent Advisor Alliance holds 58,370 shares of ADFI stock, worth $500,230. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,370
Previous 58,723
0.6%
Holding current value
$500,230
Previous $500,000
0.2%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding ADFI
# of Institutions
18Shares Held
5.77MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.88MShares$41.8 Million0.67% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA221KShares$1.89 Million0.61% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA192KShares$1.65 Million0.01% of portfolio
-
Geo Wealth Management, LLC Chicago, IL170KShares$1.45 Million0.06% of portfolio
-
Mosley Wealth Management Anaheim, CA69.8KShares$598,1000.37% of portfolio