Foundations Investment Advisors, LLC Principal Spectrum Pfd Secs Ac Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$16.36 - $18.06 $134,168 - $148,110	8,201 Added 7.72%	114,488 $1.95 Million
Q4 2022 Jan 11, 2023	BUY	$16.55 - $17.37 $505,288 - $530,323	30,531 Added 40.3%	106,287 $0
Q3 2022 Oct 19, 2022	BUY	$16.78 - $18.23 $316,571 - $343,927	18,866 Added 33.16%	75,756 $1.27 Million
Q2 2022 Jul 08, 2022	BUY	$17.18 - $18.98 $641,277 - $708,466	37,327 Added 190.8%	56,890 $974,000
Q1 2022 Apr 19, 2022	BUY	$18.65 - $20.29 $107,125 - $116,545	5,744 Added 41.57%	19,563 $365,000
Q4 2021 Jan 21, 2022	BUY	$20.12 - $20.65 $79,695 - $81,794	3,961 Added 40.18%	13,819 $278,000
Q3 2021 Oct 13, 2021	BUY	$20.65 - $20.87 $203,567 - $205,736	9,858 New	9,858 $203,000
Q3 2020 Oct 07, 2020	SELL	$19.34 - $20.28 $64,653 - $67,796	-3,343 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$17.37 - $19.54 $58,067 - $65,322	3,343 New	3,343 $324,000

Others Institutions Holding PREF

# of Institutions

94

Shares Held

40.5M

Call Options Held

0

Put Options Held

0

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