Foundations Investment Advisors, LLC Two Rds Shared Tranfield Us Eq Call Options Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding AESR
# of Institutions
25Shares Held
7.43MCall Options Held
0Put Options Held
0-
Anfield Capital Management, LLC Newport Beach, CA827KShares$16.7 Million5.43% of portfolio
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First International Bank & Trust Watford City, ND716KShares$14.5 Million5.06% of portfolio
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Wealth Enhancement Trust Services, Inc. Sioux Falls, SD441KShares$8.91 Million0.94% of portfolio
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Geneos Wealth Management Inc.430KShares$8.71 Million0.24% of portfolio
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Xy Planning Network, Inc. Bozeman, MT234KShares$4.73 Million0.69% of portfolio