Foundations Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Exc Trd Fd Viii Ft Cb stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 50,158 shares of BUFD stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
50,158
Previous 56,524
11.26%
Holding current value
$1.38 Million
Previous $1.41 Million
5.53%
% of portfolio
0.02%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$222 Million0.08% of portfolio
-
Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
-
Envestnet Asset Management Inc3.48MShares$96 Million0.03% of portfolio
-
Legacy Financial Group LLC1.93MShares$53.3 Million8.69% of portfolio
-
Centennial Wealth Advisory LLC1.84MShares$50.8 Million15.79% of portfolio