Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Adap Call Options Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RULE

# of Institutions

11

Shares Held

880K

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

403K
Shares

$9.4 Million
0.09% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.72 Million
5.17% of portfolio
Gts Securities LLC New York, NY

98.7K
Shares

$2.3 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

54.4K
Shares

$1.27 Million
0.0% of portfolio
Elevation Capital Advisory, LLC Bend, OR

39.3K
Shares

$916,152
0.38% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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