Foundation Wealth Management, LLC Purchases and Sells in Q4 2024

Foundation Wealth Management, LLC

12 operations

Stock	Shares change	Price Range	Shares Held
IBDV	5.56K + 56.97%	$21.24 - $22.15 $118K - $123K	15.3K $327M
MSFT	327 + 9.09%	$406.35 - $454.46 $133K - $149K	3.93K $1.65B
IBDU	1.53K + 11.44%	$22.71 - $23.47 $34.7K - $35.9K	14.9K $340M
IBDQ	420 + 0.36%	$25.0 - $25.11 $10.5K - $10.5K	118K $2.96B
IAU	32 + 0.53%	$48.37 - $52.65 $1.55K - $1.68K	6.03K $299M
IGE	125 + 2.5%	$41.52 - $48.01 $5.19K - $6K	5.13K $219M

4 operations

Stock	Shares change	Price Range	Shares Held
DIS	4.35K New	$92.39 - $117.6 $402K - $511K	4.35K $484M
PRTA	19.5K New	$11.95 - $18.35 $233K - $357K	19.5K $270M
ISHARES BITCOIN TRUST ETF	4.15K New	N/A	4.15K $220M
META	342 New	$554.08 - $632.68 $189K - $216K	342 $200M

16 operations

Stock	Shares change	Price Range	Shares Held
IVE	-4.6K - 2.59%	$189.5 - $206.17 $872K - $949K	173K $33.1B
EEM	-1.2K - 1.75%	$41.82 - $47.36 $50.2K - $56.8K	67.4K $2.82B
SCZ	-1.08K - 3.65%	$60.13 - $67.31 $65.1K - $72.8K	28.6K $1.74B
REET	-3.32K - 6.32%	$23.43 - $26.54 $77.8K - $88.2K	49.2K $1.18B
IYR	-243 - 1.43%	$90.74 - $102.87 $22K - $25K	16.7K $1.56B
IWO	-820 - 4.69%	$278.19 - $315.36 $228K - $259K	16.7K $4.79B

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