ASN
DALT

Advisory Services Network’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Advisory Services Network’s Portfolio DALT Stock Details DALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-107
Closed -$921 – 3857
2023
Q4 		$921 Buy
+107
New +$905 ﹤0.01% 3551
2023
Q2 		– Sell
-314
Closed -$2.63K – 3863
2023
Q1 		$2.63K Sell
314
-53
-14% -$452 ﹤0.01% 3363
2022
Q4 		$3.09K Buy
+367
New +$3.17K ﹤0.01% 3280

Other funds holding DALT

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Services Network's DALT Position: Q1 2024 in Review

Advisory Services Network sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2024, closing a stake of 107 shares — an estimated $921 sold.

Advisory Services Network first reported a position in DALT in Q4 2022 and held it in 3 quarters. The position peaked at $3.09K in Q4 2022. 20 funds tracked by Wall St. Rank hold DALT as of Q1 2024.

  • Advisory Services Network reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 107 Anfield Diversified Alternatives ETF shares in Q1 2024, an estimated $921.
  • Advisory Services Network first reported a position in Anfield Diversified Alternatives ETF in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Anfield Diversified Alternatives ETF position peaked at $3.09K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.