Foundations Investment Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History
Foundations Investment Advisors, LLC
- $5.1 Billion
- Q1 2025
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 62,693 shares of LQDH stock, worth $5.77 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
62,693
Previous 61,041
2.71%
Holding current value
$5.77 Million
Previous $5.66 Million
2.19%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding LQDH
# of Institutions
109Shares Held
4.51MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75.1 Million2.4% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.1 Million0.01% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO251KShares$23.1 Million3.72% of portfolio