Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Mind Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding MFUL
# of Institutions
6Shares Held
1.55MCall Options Held
0Put Options Held
0-
Elevation Capital Advisory, LLC Bend, OR1.11MShares$23.6 Million10.21% of portfolio
-
Ae Wealth Management LLC423KShares$9.02 Million0.09% of portfolio
-
Gts Securities LLC New York, NY15.1KShares$321,4410.02% of portfolio
-
Ubs Group Ag502Shares$10,7020.0% of portfolio
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Morgan Stanley New York, NY1Shares$210.0% of portfolio