Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Mind Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding MFUL
# of Institutions
8Shares Held
1.85MCall Options Held
0Put Options Held
0-
Elevation Capital Advisory, LLC Bend, OR1.11MShares$24.1 Million10.21% of portfolio
-
Ae Wealth Management LLC423KShares$9.2 Million0.09% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA254KShares$5.52 Million5.39% of portfolio
-
Gts Securities LLC New York, NY31.1KShares$677,6490.0% of portfolio
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Ubs Group Ag502Shares$10,9230.0% of portfolio