Foundations Investment Advisors, LLC Incresed Positions in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
51
+ 0.29%
$9.48 - $10.66 $483 - $544
17.4K $181K
ADSK
Autodesk, Inc.

Technology
78
+ 2.88%
$245.83 - $245.83 $19.2K - $19.2K
2.78K $684K
DDOG
Datadog, Inc.

Technology
702
+ 14.91%
$104.97 - $134.56 $73.7K - $94.5K
5.41K $622K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
511
+ 1.95%
$22.61 - $22.79 $11.6K - $11.6K
26.7K $607K
WFC
Wells Fargo & Company

Financial Services
1.18K
+ 5.81%
$51.58 - $60.97 $60.8K - $71.9K
21.5K $1.21M
EA
Electronic Arts Inc.

Communication Services
7
+ 0.46%
$137.32 - $151.82 $961 - $1.06K
1.54K $220K
LFT
Lument Finance Trust, Inc.

Real Estate
93
+ 0.2%
$2.25 - $2.69 $209 - $250
45.7K $115K
INTU
Intuit Inc

Technology
30
+ 8.06%
$602.97 - $670.49 $18.1K - $20.1K
402 $249K
PCAR
Paccar Inc

Industrials
185
+ 5.94%
$91.64 - $109.98 $17K - $20.3K
3.3K $325K
USFR
Wisdomtree Floating Rate Treas

ETFs
58
+ 1.18%
$50.2 - $50.48 $2.91K - $2.93K
4.97K $249K
XYL
Xylem Inc.

Industrials
34
+ 0.84%
$126.14 - $141.53 $4.29K - $4.81K
4.06K $548K
BAUG
Innovator U.S. Equity Buffer E
4.33K
+ 32.57%
N/A
17.6K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
4.49K
+ 130.5%
N/A
7.93K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
662
+ 35.94%
N/A
2.5K $0
Brookfield Asset Managmt LTD
315
+ 4.97%
N/A
6.65K $0
Ishares Bitcoin Trust ETF
112K
+ 79.64%
N/A
253K $0
FSCO
Fs Cr Opportunities Corp Com
190
+ 0.51%
N/A
37.1K $0
J P Morgan Exchange Traded F
19.2K
+ 554.0%
N/A
22.7K $0
Blackrock ETF Trust Ii
111K
+ 27.29%
N/A
519K $0
PSEP
Innovator U.S. Equity Power Bu
10.5K
+ 75.42%
N/A
24.4K $0
First Tr Exchng Traded Fd Vi
9.17K
+ 1.12%
N/A
830K $0
Two Rds Shared Tr
15K
+ 2.48%
N/A
620K $0
Two Rds Shared Tr
17.9K
+ 62.61%
N/A
46.5K $0
Two Rds Shared Tr
4.52K
+ 1.06%
N/A
430K $0
Direxion Shs ETF Tr
530
+ 12.97%
N/A
4.62K $0
Direxion Shs ETF Tr
39.5K
+ 29.29%
N/A
175K $0
Doubleline ETF Trust
83.4K
+ 498.95%
N/A
100K $0
Gsk PLC
466
+ 4.83%
N/A
10.1K $0
Doubleline ETF Trust
52.7K
+ 10.93%
N/A
534K $0
Doubleline ETF Trust
26.9K
+ 173.37%
N/A
42.4K $0
Doubleline ETF Trust
180K
+ 743.1%
N/A
204K $0
First Tr Exchng Traded Fd Vi
1.23K
+ 1.6%
N/A
78.3K $0
Ge Healthcare Technologies I
40
+ 1.3%
N/A
3.13K $0
FMIL
Fidelity Covington Tr New Mill
6.25K
+ 66.91%
N/A
15.6K $0
OAIM
Unified Ser Tr Oneascent Intl
1.36K
+ 18.56%
N/A
8.69K $0
Schwab Charles Family Fd
12.8K
+ 0.8%
N/A
1.61M $0
Innovator Etfs Trust
5.13K
+ 10.49%
N/A
54K $0
Innovator Etfs Trust
101K
+ 480.33%
N/A
122K $0
Hut 8 Corp
1.03K
+ 2.11%
N/A
49.8K $0
PNOV
Innovator U.S. Equity Power Bu
10K
+ 76.09%
N/A
23.2K $0
Ftai Aviation LTD
145
+ 5.8%
N/A
2.65K $0
GM
General Motors CO

Consumer Cyclical
292
+ 2.26%
$39.95 - $49.9 $11.7K - $14.6K
13.2K $592K
ESPR
Esperion Therapeutics, Inc.

Healthcare
300
+ 1.5%
$1.61 - $2.73 $483 - $819
20.3K $33K
FANG
Diamondback Energy, Inc.

Energy
640
+ 14.1%
$168.46 - $210.94 $108K - $135K
5.18K $893K
PNNT
Pennantpark Investment Corp

Financial Services
416
+ 1.3%
$6.62 - $7.89 $2.75K - $3.28K
32.4K $226K
SLB
Schlumberger Limited

Energy
409
+ 4.83%
$39.57 - $49.67 $16.2K - $20.3K
8.87K $372K
COIN
Coinbase Global, Inc.

Technology
740
+ 19.33%
$147.09 - $265.15 $109K - $196K
4.57K $814K
PSX
Phillips 66

Energy
20
+ 0.51%
$125.0 - $147.17 $2.5K - $2.94K
3.98K $522K
HON
Honeywell International Inc

Industrials
23
+ 0.37%
$196.73 - $220.21 $4.52K - $5.06K
6.26K $1.29M
Activity Summary
Buys All Purchases 591 New Holdings 123 Increased Positions 468 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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