Foundation Wealth Management, LLC Purchases in Q3 2024

Foundation Wealth Management, LLC

  • $132 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
2.7K
+ 1.54%
$181.06 - $197.17 $489K - $532K
178K $35.1B
NVDA
Nvidia Corp

Technology
2.76K
New
$98.91 - $134.91 $273K - $372K
2.76K $335M
TSLA
Tesla, Inc.

Consumer Cyclical
860
New
$191.76 - $263.26 $165K - $226K
860 $225M
IBDV
Ishares Tr

Technology
9.76K
New
$21.11 - $22.24 $206K - $217K
9.76K $216M
PLTR
Palantir Technologies Inc.

Technology
5.52K
New
$24.09 - $37.95 $133K - $209K
5.52K $205M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
181
+ 0.15%
$23.63 - $24.42 $4.28K - $4.42K
121K $2.95B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.83K
+ 1.57%
$24.78 - $25.11 $45.2K - $45.8K
118K $2.96B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
987
+ 1.74%
$24.62 - $25.59 $24.3K - $25.3K
57.6K $1.47B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.83K
+ 15.86%
$22.51 - $23.57 $41.2K - $43.1K
13.4K $314M
Activity Summary
Buys All Purchases 9 New Holdings 4 Increased Positions 5 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email