Foundations Investment Advisors, LLC American Centy ETF Tr Diversif Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 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 5,404 shares of TAXF stock, worth $274,739. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,404
Previous 5,522
2.14%
Holding current value
$274,739
Previous $283,000
4.59%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding TAXF
# of Institutions
94Shares Held
8.38MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$98.9 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$52.7 Million0.22% of portfolio
-
Cx Institutional619KShares$31.5 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$28.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$21.3 Million3.06% of portfolio