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

Provence Wealth Management Group

$186 Million
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

More about ADFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.