Selective Wealth Management, Inc. Two Rds Shared Tr Anfield Dyna Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	$9.56 - $9.74 $4,961 - $5,055	-519 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$9.67 - $9.79 $5,018 - $5,081	519 New	519 $5,000

Others Institutions Holding ADFI

# of Institutions

10

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.11M
Shares

$43.4 Million
0.88% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

205K
Shares

$1.74 Million
0.65% of portfolio
Mosley Wealth Management Anaheim, CA

71.1K
Shares

$603,248
0.42% of portfolio
Atomi Financial Group, Inc. Irvine, CA

31.3K
Shares

$265,524
0.01% of portfolio
Provence Wealth Management Group

26.3K
Shares

$223,414
0.12% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

Ticker ADFI
Sector ETFs
Industry ETFs

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