Foundations Investment Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 61,041 shares of LQDH stock, worth $5.58 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
61,041
Previous 48,487
25.89%
Holding current value
$5.58 Million
Previous $4.51 Million
25.47%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding LQDH
# of Institutions
100Shares Held
4.05MCall Options Held
0Put Options Held
0-
Destination Wealth Management789KShares$72.1 Million2.31% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$37.7 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC309KShares$28.2 Million0.0% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO251KShares$23 Million3.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$22.6 Million0.01% of portfolio