Foundations Investment Advisors, LLC American Centy ETF Tr Diversif Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,522 shares of TAXF stock, worth $276,817. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,522
Previous 4,920
12.24%
Holding current value
$276,817
Previous $247,000
14.57%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
7.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$101 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.1 Million0.21% of portfolio
-
Cx Institutional509KShares$25.5 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.2 Million2.99% of portfolio