Provence Wealth Management Group Two Rds Shared Tr Anfield Dyna Call Options Transaction History

Provence Wealth Management Group

$186 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

9

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.95M
Shares

$41.6 Million
0.97% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

204K
Shares

$1.72 Million
0.7% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$596,853
0.42% of portfolio
Atria Investments LLC Charlotte, NC

21K
Shares

$176,097
0.0% of portfolio
Geneos Wealth Management Inc.

3.27K
Shares

$27,442
0.0% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

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