Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Adap Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 2024
Shares
7 transactions
Others Institutions Holding RULE
# of Institutions
9Shares Held
2.11MCall Options Held
0Put Options Held
0-
Authentikos Wealth Advisory, LLC Morgan Hill, CA1.11MShares$23.9 Million23.75% of portfolio
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Ae Wealth Management LLC623KShares$13.4 Million0.15% of portfolio
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Elevation Capital Advisory, LLC Bend, OR285KShares$6.11 Million2.82% of portfolio
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Goldman Sachs Group Inc New York, NY61.9KShares$1.33 Million0.0% of portfolio
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Gts Securities LLC New York, NY16.7KShares$358,0810.0% of portfolio