A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 32,637 shares of RWJ stock, worth $1.55 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
32,637
Previous 37,961 14.02%
Holding current value
$1.55 Million
Previous $1.52 Million 1.97%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$39.15 - $46.02 $208,434 - $245,010
-5,324 Reduced 14.02%
32,637 $1.49 Million
Q2 2024

Aug 02, 2024

BUY
$39.16 - $42.3 $488,716 - $527,904
12,480 Added 48.98%
37,961 $1.52 Million
Q1 2024

May 13, 2024

BUY
$38.56 - $42.81 $106,695 - $118,455
2,767 Added 12.18%
25,481 $1.09 Million
Q4 2023

Feb 08, 2024

BUY
$33.62 - $42.1 $763,644 - $956,259
22,714 New
22,714 $941,000

Others Institutions Holding RWJ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.