Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Mohr Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$19.37 - $21.96 $134,621 - $152,622
-6,950 Reduced 28.0%
17,874 $392,000
Q4 2023

Feb 08, 2024
BUY
$17.36 - $20.01 $10,311 - $11,885
594 Added 2.45%
24,824 $494,000
Q3 2023

Oct 05, 2023
SELL
$18.29 - $20.91 $1.39 Million - $1.59 Million
-75,881 Reduced 75.8%
24,230 $445,000
Q2 2023

Jul 19, 2023
BUY
$19.18 - $19.8 $897,854 - $926,877
46,812 Added 87.83%
100,111 $1.98 Million
Q1 2023

Apr 25, 2023
BUY
$19.18 - $19.61 $387,666 - $396,357
20,212 Added 61.09%
53,299 $1.04 Million
Q4 2022

Jan 11, 2023
SELL
$19.51 - $19.64 $7.32 Million - $7.36 Million
-374,938 Reduced 91.89%
33,087 $0
Q3 2022

Oct 19, 2022
BUY
$19.54 - $20.84 $7.97 Million - $8.5 Million
408,025 New
408,025 $7.99 Million

About COLLABORATIVE INVT SER TR MOHR

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