Foundations Investment Advisors, LLC Two Rds Shared Tr Call Options Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AFIF
# of Institutions
28Shares Held
12.5MCall Options Held
0Put Options Held
0-
First International Bank & Trust Watford City, ND7.32MShares$67.4 Million21.94% of portfolio
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Darwin Advisors, LLC1.57MShares$14.4 Million4.05% of portfolio
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Fermata Advisors, LLC Sonoma, CA772KShares$7.1 Million1.44% of portfolio
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Advisor Net Financial, Inc464KShares$4.27 Million0.34% of portfolio
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Envestnet Asset Management Inc253KShares$2.33 Million0.0% of portfolio