Foundations Investment Advisors, LLC Spdr S&P Global Dividend ETF Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr S&P Global Dividend ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,967 shares of WDIV stock, worth $392,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,967

Previous 5,396 10.58%

Holding current value

$392,568

Previous $318,000 24.84%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$59.25 - $67.03 $33,831 - $38,274	571 Added 10.58%	5,967 $397,000
Q2 2024 Aug 02, 2024	SELL	$56.98 - $62.26 $25,185 - $27,518	-442 Reduced 7.57%	5,396 $318,000
Q1 2024 May 13, 2024	SELL	$56.94 - $60.44 $7,800 - $8,280	-137 Reduced 2.29%	5,838 $350,000
Q4 2023 Feb 08, 2024	SELL	$52.34 - $60.53 $131,478 - $152,051	-2,512 Reduced 29.6%	5,975 $361,000
Q3 2023 Oct 05, 2023	BUY	$54.41 - $59.65 $64,802 - $71,043	1,191 Added 16.32%	8,487 $463,000
Q2 2023 Jul 19, 2023	BUY	$56.08 - $60.37 $192,634 - $207,370	3,435 Added 88.97%	7,296 $418,000
Q1 2023 Apr 25, 2023	SELL	$56.73 - $62.68 $7,091 - $7,835	-125 Reduced 3.14%	3,861 $227,000
Q4 2022 Jan 11, 2023	BUY	$51.92 - $60.32 $206,953 - $240,435	3,986 New	3,986 $0

Others Institutions Holding WDIV

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

View Full List

About SPDR S&P GLOBAL DIVIDEND ETF

Ticker WDIV
Sector ETFs
Industry ETFs

More about WDIV

Track This Portfolio

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.

Account

Foundations Investment Advisors, LLC Spdr S&P Global Dividend ETF Transaction History