Foundations Investment Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,024 shares of FSEP stock, worth $862,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,024
Previous 9,067
87.76%
Holding current value
$862,435
Previous $435,000
97.7%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FSEP
# of Institutions
145Shares Held
5.73MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc547KShares$27.7 Million0.01% of portfolio
-
Cwm, LLC429KShares$21.8 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL412KShares$20.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ337KShares$17.1 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC307KShares$15.5 Million0.02% of portfolio