AWM
DALT

Avior Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-100
Closed -$100 – 2460
2024
Q4 		$100 Hold
100
– – ﹤0.01% 2412
2024
Q3 		$100 Hold
100
– – ﹤0.01% 2265
2024
Q2 		$100 Sell
100
-15,186
-99% -$136K ﹤0.01% 2216
2024
Q1 		$137K Sell
15,286
-4,495
-23% -$39.1K 0.01% 832
2023
Q4 		$170K Sell
19,781
-8,602
-30% -$72.7K 0.01% 543
2023
Q3 		$240K Sell
28,383
-1,458
-5% -$12.6K 0.02% 487
2023
Q2 		$253K Sell
29,841
-21,824
-42% -$182K 0.02% 477
2023
Q1 		$431K Sell
51,665
-4,372
-8% -$37.3K 0.03% 391
2022
Q4 		$471K Sell
56,037
-1,587
-3% -$13.7K 0.04% 317
2022
Q3 		$474K Buy
57,624
+57,524
+57,524% +$516K 0.04% 281
2022
Q2 		$0 Buy
+100
New +$958 ﹤0.01% 1262

Avior Wealth Management's DALT Position: Q1 2025 in Review

Avior Wealth Management sold out of Anfield Diversified Alternatives ETF (DALT) in Q1 2025, closing a stake of 100 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in DALT in Q2 2022 and held it in 11 quarters. The position peaked at $474K in Q3 2022. 0 funds tracked by Wall St. Rank hold DALT as of Q1 2025.

  • Avior Wealth Management reported no remaining Anfield Diversified Alternatives ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 100 Anfield Diversified Alternatives ETF shares in Q1 2025, an estimated $100.
  • Avior Wealth Management first reported a position in Anfield Diversified Alternatives ETF in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's Anfield Diversified Alternatives ETF position peaked at $474K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.