Security Details
| Security Name: | ANFIELD US EQUITY SECTOR ROT |
|---|---|
| Ticker: | AESR |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 90214Q733 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.12B | - | 14 | - |
| 2024-09-30 | $0.12B | +6.9% | 15 | +7.1% |
| 2024-12-31 | $0.02B | -83.6% | 15 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ANFIELD CAPITAL MANAGEMENT, LLC | $14.0M | 812K | 5.1% |
| SLT HOLDINGS LLC | $2.6M | 149K | 2.4% |
| MOSLEY WEALTH MANAGEMENT | $0.7M | 42K | 0.5% |
| DECISIONPOINT FINANCIAL, LLC | $0.1M | 5K | 0.0% |
| INDEPENDENT ADVISOR ALLIANCE | $1.6M | 91K | 0.0% |
| TUCKER ASSET MANAGEMENT LLC | $0.1M | 3K | 0.0% |
| ATRIA INVESTMENTS, INC | $0.3M | 19K | 0.0% |
| JANE STREET GROUP, LLC | $0.2M | 12K | 0.0% |
| GLOBAL RETIREMENT PARTNERS, LLC | $0.0M | 0K | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0.2M | 11K | 0.0% |
| TOWNSQUARE CAPITAL LLC | $0.3M | 18K | 0.0% |
| GEOWEALTH MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.1M | 4K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| ADFI | US | ANFIELD DYNAMIC FIXED INCOME | 0.200 | 2 | 10 |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 0.001 | 2 | 2323 |
| GOOG | US | ALPHABET INC-CL C | 0.001 | 2 | 3169 |
| META | US | META PLATFORMS INC-CLASS A | 0.001 | 2 | 3331 |
| NVDA | US | NVIDIA CORP | 0.001 | 2 | 3653 |