Foundations Investment Advisors, LLC Fcf Us Quality ETF Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding TTAC
# of Institutions
52Shares Held
12MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL4.11MShares$285 Million8.1% of portfolio
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Jpmorgan Chase & CO New York, NY3.3MShares$229 Million0.02% of portfolio
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Quotient Wealth Partners, LLC Houston, TX3.02MShares$210 Million6.48% of portfolio
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Envestnet Asset Management Inc807KShares$56 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS194KShares$13.5 Million0.02% of portfolio