Foundations Investment Advisors, LLC Wisdomtree Tr China Ex State O Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr China Ex State O stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,244 shares of CXSE stock, worth $531,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,244
Holding current value
$531,443
% of portfolio
0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$27.92 - $36.23 $397,692 - $516,060
14,244 New
14,244 $484,000
Q2 2024

Aug 02, 2024
BUY
$25.5 - $30.45 $828,979 - $989,899
32,509 New
32,509 $862,000
Q4 2023

Feb 08, 2024
SELL
$26.73 - $30.4 $62,387 - $70,953
-2,334 Reduced 5.33%
41,430 $1.16 Million
Q3 2023

Oct 05, 2023
BUY
$29.06 - $34.69 $1.27 Million - $1.52 Million
43,764 New
43,764 $1.29 Million

Others Institutions Holding CXSE

# of Institutions
37
Shares Held
998K
Call Options Held
300
Put Options Held
1.6K
View Full List

About WISDOMTREE TR CHINA EX-STATE-O

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  • Ticker CXSE
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