Security Details
| Security Name: | ANFIELD DYNAMIC FIXED INCOME |
|---|---|
| Ticker: | ADFI |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 90214Q725 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.04B | - | 7 | - |
| 2024-09-30 | $0.05B | +8.1% | 8 | +14.3% |
| 2024-12-31 | $0.00B | -89.6% | 10 | +25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SLT HOLDINGS LLC | $1.7M | 207K | 1.6% |
| ANFIELD CAPITAL MANAGEMENT, LLC | $1.7M | 205K | 0.6% |
| MOSLEY WEALTH MANAGEMENT | $0.6M | 69K | 0.4% |
| INDEPENDENT ADVISOR ALLIANCE | $0.5M | 54K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.0M | 0K | 0.0% |
| TUCKER ASSET MANAGEMENT LLC | $0.0M | 3K | 0.0% |
| UBS GROUP AG | $0.1M | 6K | 0.0% |
| ATRIA INVESTMENTS, INC | $0.2M | 20K | 0.0% |
| GEOWEALTH MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|