A detailed history of Foundations Investment Advisors, LLC transactions in Finwise Bancorp stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 10,052 shares of FINW stock, worth $177,719. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,052
Previous 21,600 53.46%
Holding current value
$177,719
Previous $220,000 29.09%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$10.31 - $15.6 $119,059 - $180,148
-11,548 Reduced 53.46%
10,052 $156,000
Q2 2024

Aug 02, 2024

BUY
$9.56 - $10.84 $206,496 - $234,144
21,600 New
21,600 $220,000

Others Institutions Holding FINW

About Finwise Bancorp


  • Ticker FINW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 12,864,800
  • Market Cap $227M
  • Description
  • FinWise Bancorp operates as the bank holding company for FinWise Bank that provides various banking products and services to individual and corporate customers. It offers various deposit products, including interest and noninterest bearing demand, NOW, money market, and checking and savings accounts, as well as time deposits and certificates of ...
More about FINW
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.