Foundations Investment Advisors, LLC American Centy ETF Tr Diversif Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,522 shares of TAXF stock, worth $279,302. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,522
Previous 4,920
12.24%
Holding current value
$279,302
Previous $247,000
14.57%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
7.08MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$97.9 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.6 Million0.21% of portfolio
-
Cx Institutional509KShares$25.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI383KShares$19.4 Million2.99% of portfolio