Braun-Bostich & Associates’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Braun-Bostich & Associates’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
2020 Q2	–	Sell	-524,687	Closed	-$3.58M	–	333
2020 Q1	$3.58M	Sell	524,687 -895,241	-63%	-$8.54M	4.56%	5
2019 Q4	$14.6M	Sell	1,419,928 -37,094	-3%	-$377K	14.36%	1
2019 Q3	$14.9M	Buy	1,457,022 +131,158	+10%	+$1.34M	17.34%	1
2019 Q2	$13.5M	Buy	1,325,864 +269,413	+26%	+$2.73M	14.15%	1
2019 Q1	$10.6M	Buy	+1,056,451	New	+$10.3M	11.03%	1

Other funds holding DALT

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return