Foundations Investment Advisors, LLC Invesco Vrdo Tax Free ETF Transaction History

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Vrdo Tax Free ETF stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 18,131 shares of PVI stock, worth $450,736. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,131
Previous 12,417 46.02%
Holding current value
$450,736
Previous $308,000 45.78%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$24.64 - $24.97 $140,792 - $142,678
5,714 Added 46.02%
18,131 $449,000
Q1 2025

May 07, 2025
BUY
$24.73 - $24.89 $62,888 - $63,295
2,543 Added 25.75%
12,417 $308,000
Q4 2024

Jan 22, 2025
SELL
$24.71 - $25.05 $34,075 - $34,543
-1,379 Reduced 12.25%
9,874 $243,000
Q3 2024

Oct 21, 2024
BUY
$24.77 - $24.9 $31,680 - $31,847
1,279 Added 12.82%
11,253 $279,000
Q2 2024

Aug 02, 2024
BUY
$24.75 - $24.87 $246,856 - $248,053
9,974 New
9,974 $247,000

Others Institutions Holding PVI

# of Institutions
27
Shares Held
642K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO VRDO TAX-FREE ETF

PVI Quotes by TradingView
  • Ticker PVI
  • Sector ETFs
  • Industry ETFs
More about PVI
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