Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
65Shares Held
1.55MCall Options Held
0Put Options Held
0-
Kfg Wealth Management, LLC Granger, IN309KShares$9.84 Million2.55% of portfolio
-
Truist Financial Corp119KShares$3.8 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH116KShares$3.7 Million0.31% of portfolio
-
Spire Wealth Management85.7KShares$2.73 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.36 Million0.01% of portfolio