A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 7,452 shares of FMB stock, worth $384,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,452
Previous 7,943 6.18%
Holding current value
$384,150
Previous $405,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$51.0 - $52.05 $25,041 - $25,556
-491 Reduced 6.18%
7,452 $387,000
Q2 2024

Aug 02, 2024

SELL
$50.47 - $51.43 $62,734 - $63,927
-1,243 Reduced 13.53%
7,943 $405,000
Q4 2023

Feb 08, 2024

BUY
$48.08 - $51.69 $441,662 - $474,824
9,186 New
9,186 $474,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.