Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Adap Call Options Transaction History

Foundations Investment Advisors, LLC

$3.86 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RULE

# of Institutions

9

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Authentikos Wealth Advisory, LLC Morgan Hill, CA

1.11M
Shares

$24.3 Million
23.75% of portfolio
Ae Wealth Management LLC

623K
Shares

$13.6 Million
0.15% of portfolio
Elevation Capital Advisory, LLC Bend, OR

285K
Shares

$6.21 Million
2.82% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.35 Million
0.0% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$363,921
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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