Foundations Investment Advisors, LLC Wisdomtree Yield Enhanced U.S. Transaction History

Foundations Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 05, 2023	SELL	$41.45 - $43.41 $3,274 - $3,429	-79 Reduced 1.19%	6,553 $272,000
Q2 2023 Jul 19, 2023	BUY	$42.79 - $44.17 $283,783 - $292,935	6,632 New	6,632 $285,000
Q4 2018 Feb 11, 2019	SELL	N/A	-7,726 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	N/A	-193,167 Reduced 96.15%	7,726 $374,000
Q2 2018 Aug 14, 2018	BUY	N/A	200,893 New	200,893 $9.74 Million

164

20.4M

2.4K

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Foundations Investment Advisors, LLC with notifications on news.