Who owns Two Rds Shared Tr anfield cap di?
- Ticker: DALT
- CUSIP Number: 90213u115
Tip: Access positions for across all investors
Analyze quarterly positions in Two Rds Shared Tr anfield cap di with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Two Rds Shared Tr anfield cap di stock
Who bought or sold Two Rds Shared Tr anfield cap di this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 4.4M | $40M | 8% | Mar 2024 |
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| Anfield Capital Management | 172k | $1.6M | 0% | Mar 2024 |
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| Atomi Financial Group | 151k | $1.4M | -1% | Mar 2024 |
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| Mosley Wealth Management | 85k | $766k | 100% | Mar 2024 |
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| Provence Wealth Management Group | 55k | $474k | -10% | Dec 2023 |
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| Townsquare Capital | 31k | $277k | -4% | Mar 2024 |
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| AE Wealth Management | 21k | $188k | -28% | Mar 2024 |
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| Coppell Advisory Solutions | 17k | $149k | 100% | Dec 2023 |
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| Hrt Financial | 17k | $154k | 100% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 15k | $137k | -23% | Mar 2024 |
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| Citadel Advisors | 14k | $128k | 26% | Mar 2024 |
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| Cambridge Investment Research Advisors | 12k | $105k | -34% | Mar 2024 |
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| Advisor Group Holdings | 4.9k | $44k | 100% | Mar 2024 |
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| Richard W. Paul & Associates | 4.5k | $39k | 0% | Dec 2023 |
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| Geneos Wealth Management | 4.1k | $37k | -3% | Mar 2024 |
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| UBS Group | 1.8k | $16k | -34% | Mar 2024 |
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| Creative Financial Designs | 13.00 | $117.000000 | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $8.000000 | 100% | Mar 2024 |
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| Morgan Stanley | 1.00 | $9.000000 | 100% | Mar 2024 |
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Who sold out of Two Rds Shared Tr anfield cap di?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Concorde Asset Management | Dec 2023 | 37k | $320k |
| First International Bank & Trust | Dec 2023 | 16k | $139k |
| Susquehanna International | Sep 2023 | 11k | $94k |
| Royal Bank of Canada | Dec 2023 | 5.5k | $48k |
| Advisory Services Network | Dec 2023 | 107.00 | $921.002500 |