Coppell Advisory Solutions’s Anfield Diversified Alternatives ETF DALT Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	$149K	Buy	+17,291	New	+$146K	0.03%	300

Other funds holding DALT

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

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

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $221M AUM

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

Concorde Asset Management Ann Arbor, Michigan $204M AUM

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Susquehanna International Group

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

Coppell Advisory Solutions's DALT Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in Anfield Diversified Alternatives ETF (DALT) in Q4 2023: 17,291 shares worth $149K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

22 funds tracked by Wall St. Rank hold DALT as of Q4 2023.

Coppell Advisory Solutions held 17,291 shares of Anfield Diversified Alternatives ETF worth $149K as of Q4 2023.
Anfield Diversified Alternatives ETF was a new Coppell Advisory Solutions position in Q4 2023.
Anfield Diversified Alternatives ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q4 2023, its #300 holding.
22 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.