Foundations Investment Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 41,248 shares of FJUN stock, worth $2.31 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
41,248
Previous 42,159
2.16%
Holding current value
$2.31 Million
Previous $2.26 Million
1.99%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding FJUN
# of Institutions
143Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc462KShares$25.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC340KShares$19.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL232KShares$13 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL222KShares$12.4 Million0.02% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI222KShares$12.4 Million2.54% of portfolio