Foundations Investment Advisors, LLC Spdr Ser Tr Factset Innovative Transaction History

Foundations Investment Advisors, LLC

  • $3.58 Billion
  • Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Ser Tr Factset Innovative stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,525 shares of XITK stock, worth $809,854. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,525
Previous 7,943 30.44%
Holding current value
$809,854
Previous $1.16 Million 28.88%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$137.08 - $154.4 $331,459 - $373,339
-2,418 Reduced 30.44%
5,525 $825,000
Q4 2023

Feb 08, 2024
SELL
$110.95 - $148.69 $715,072 - $958,307
-6,445 Reduced 44.79%
7,943 $1.16 Million
Q3 2023

Oct 05, 2023
BUY
$119.48 - $144.48 $1.72 Million - $2.08 Million
14,388 New
14,388 $1.78 Million

Others Institutions Holding XITK

# of Institutions
43
Shares Held
198K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FACTSET INNOVATIVE

XITK Quotes by TradingView
  • Ticker XITK
  • Sector ETFs
  • Industry ETFs
More about XITK
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email