Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$26.73 - $29.46 $29,937 - $32,995	-1,120 Reduced 13.58%	7,129 $210,000
Q3 2023 Oct 05, 2023	BUY	$27.42 - $28.24 $226,187 - $232,951	8,249 New	8,249 $226,000

Others Institutions Holding UFEB

# of Institutions

64

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

309K
Shares

$9.77 Million
2.55% of portfolio
Truist Financial Corp

119K
Shares

$3.77 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.67 Million
0.31% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.34 Million
0.01% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

73.3K
Shares

$2.32 Million
0.44% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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