Foundations Investment Advisors, LLC Two Rds Shared Tranfield Us Eq Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Two Rds Shared Tranfield Us Eq stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 3,156,094 shares of AESR stock, worth $51.7 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
3,156,094
Previous 2,975,707
6.06%
Holding current value
$51.7 Million
Previous $41.1 Million
19.58%
% of portfolio
1.37%
Previous 1.2%
Shares
13 transactions
Others Institutions Holding AESR
# of Institutions
17Shares Held
5.82MCall Options Held
0Put Options Held
0-
First International Bank & Trust Watford City, ND1.15MShares$18.8 Million6.18% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA804KShares$13.2 Million6.04% of portfolio
-
Geneos Wealth Management Inc.422KShares$6.91 Million0.3% of portfolio
-
Provence Wealth Management Group70.7KShares$1.16 Million0.53% of portfolio
-
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE61KShares$997,9150.05% of portfolio