Foundations Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
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 61,520 shares of BUFD stock, worth $1.58 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
61,520
Previous 63,848
3.65%
Holding current value
$1.58 Million
Previous $1.55 Million
0.77%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
-
Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
-
Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
-
Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio