Foundations Investment Advisors, LLC Wisdomtree Tr U.S Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 20,848 shares of DHS stock, worth $1.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,848

Previous 20,848 -0.0%

Holding current value

$1.97 Million

Previous $1.76 Million 10.89%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$81.94 - $87.24 $327 - $348	-4 Reduced 0.02%	20,848 $1.76 Million
Q1 2024 May 13, 2024	SELL	$79.77 - $86.66 $1,196 - $1,299	-15 Reduced 0.07%	20,852 $1.81 Million
Q4 2023 Feb 08, 2024	SELL	$73.7 - $83.0 $221 - $249	-3 Reduced 0.01%	20,867 $1.71 Million
Q3 2023 Oct 05, 2023	SELL	$77.8 - $83.01 $16,649 - $17,764	-214 Reduced 1.01%	20,870 $1.63 Million
Q2 2023 Jul 19, 2023	SELL	$76.29 - $83.88 $285,019 - $313,375	-3,736 Reduced 15.05%	21,084 $1.68 Million
Q1 2023 Apr 25, 2023	BUY	$78.69 - $89.17 $294,615 - $333,852	3,744 Added 17.76%	24,820 $2.04 Million
Q4 2022 Jan 11, 2023	BUY	$77.6 - $89.39 $155 - $178	2 Added 0.01%	21,076 $0
Q3 2022 Oct 19, 2022	BUY	$75.81 - $87.12 $1.6 Million - $1.84 Million	21,074 New	21,074 $1.6 Million

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

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

News

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

Account

Foundations Investment Advisors, LLC Wisdomtree Tr U.S Transaction History