Foundations Investment Advisors, LLC Spdr S&P Software & Services E Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,395 shares of XSW stock, worth $815,238. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,395
Previous 1,907
182.91%
Holding current value
$815,238
Previous $286,000
194.06%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XSW
# of Institutions
99Shares Held
1.3MCall Options Held
3.8KPut Options Held
300-
Bank Of America Corp Charlotte, NC397KShares$60 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$21.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY74.7KShares$11.3 Million0.0% of portfolio
-
Mc Guire Investment Group, LLC68KShares$10.3 Million1.56% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA67KShares$10.1 Million3.35% of portfolio