LPL Financial
DALT

LPL Financial’s Anfield Diversified Alternatives ETF DALT Stock Holding History

LPL Financial’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
Q3 		– Sell
-104,179
Closed -$827K – 3648
2020
Q2 		$827K Buy
104,179
+12,707
+14% +$97.9K ﹤0.01% 1985
2020
Q1 		$662K Buy
91,472
+75,859
+486% +$724K ﹤0.01% 1905
2019
Q4 		$160K Sell
15,613
-9,209
-37% -$93.6K ﹤0.01% 3156
2019
Q3 		$254K Hold
24,822
– – ﹤0.01% 2820
2019
Q2 		$253K Sell
24,822
-6,108
-20% -$62K ﹤0.01% 2842
2019
Q1 		$310K Buy
30,930
+6,680
+28% +$65.3K ﹤0.01% 2602
2018
Q4 		$217K Sell
24,250
-12,347
-34% -$119K ﹤0.01% 2752
2018
Q3 		$382K Buy
+36,597
New +$381K ﹤0.01% 2456

Other funds holding DALT

ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BWM
Buckley Wealth Management Las Vegas, Nevada $392M AUM 28.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's DALT Position: Q3 2020 in Review

LPL Financial sold out of Anfield Diversified Alternatives ETF (DALT) in Q3 2020, closing a stake of 104,179 shares — an estimated $827K sold.

LPL Financial first reported a position in DALT in Q3 2018 and held it in 8 quarters. The position peaked at $827K in Q2 2020. 13 funds tracked by Wall St. Rank hold DALT as of Q3 2020.

  • LPL Financial reported no remaining Anfield Diversified Alternatives ETF position as of Q3 2020 after selling out during the quarter.
  • LPL Financial sold 104,179 Anfield Diversified Alternatives ETF shares in Q3 2020, an estimated $827K.
  • LPL Financial first reported a position in Anfield Diversified Alternatives ETF in Q3 2018 and held it in 8 quarters.
  • LPL Financial's Anfield Diversified Alternatives ETF position peaked at $827K in Q2 2020.
  • 13 funds tracked by Wall St. Rank held Anfield Diversified Alternatives ETF as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.