Foundations Investment Advisors, LLC Sells in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
-390
- 5.85%
$166.99 - $211.99 $65.1K - $82.7K
6.28K $1.13M
ADSK
Autodesk, Inc.

Technology
-19
- 0.68%
N/A
2.77K $679K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-52
- 1.63%
$75.22 - $82.17 $3.91K - $4.27K
3.13K $238K
INGR
Ingredion Inc

Consumer Defensive
-25
- 1.21%
$132.76 - $154.86 $3.32K - $3.87K
2.05K $281K
ITRN
Ituran Location & Control Ltd.

Technology
-1.36K
- 15.84%
$26.03 - $31.38 $35.4K - $42.7K
7.23K $225K
VXF
Vanguard Extended Market ETF

ETFs
-64
- 5.16%
$179.17 - $207.15 $11.5K - $13.3K
1.18K $223K
QJUN
First Tr ETF
-2.5K
- 3.71%
$26.78 - $28.75 $67K - $71.9K
64.9K $1.82M
American Healthcare Reit Inc
-12.4K
- 57.17%
N/A
9.31K $0
XTJA
Innovator Etfs Tr Us Equity Ac
-2.29K
- 15.37%
N/A
12.6K $0
Exchange Listed Fds Tr
-445K
- 9.42%
N/A
4.28M $0
Two Rds Shared Tr
-164K
- 38.02%
N/A
267K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-936
- 16.08%
N/A
4.89K $0
BAUG
Innovator U.S. Equity Buffer E
-4.84K
- 27.49%
N/A
12.8K $0
Two Rds Shared Tr
-256K
- 87.11%
N/A
37.9K $0
Two Rds Shared Tr
-585K
- 94.38%
N/A
34.8K $0
Doubleline ETF Trust
-52.7K
- 25.81%
N/A
151K $0
Aim ETF Products Trust
-143
- 1.69%
N/A
8.3K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-33
- 0.44%
N/A
7.44K $0
Ftai Aviation LTD
-69
- 2.61%
N/A
2.58K $0
First Tr Exchng Traded Fd Vi
-7.37K
- 9.4%
N/A
71K $0
First Tr Exchng Traded Fd Vi
-200
- 0.68%
N/A
29.4K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-9
- 0.36%
N/A
2.5K $0
First Tr Exchng Traded Fd Vi
-294
- 3.37%
N/A
8.43K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-521
- 0.77%
N/A
66.9K $0
First Tr Exchng Traded Fd Vi
-2.51K
- 3.08%
N/A
79.1K $0
First Tr Exchng Traded Fd Vi
-662
- 0.79%
N/A
82.8K $0
Innovator Etfs Trust
-2.38K
- 10.69%
N/A
19.9K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-12.8K
- 59.05%
N/A
8.87K $0
Innovator Etfs Trust
-649
- 1.2%
N/A
53.3K $0
Vanguard Malvern Fds
-41.2K
- 19.42%
N/A
171K $0
Pimco ETF Tr
-947
- 2.66%
N/A
34.6K $0
First Tr Exchng Traded Fd Vi
-833
- 4.11%
N/A
19.5K $0
FSCO
Fs Cr Opportunities Corp Com
-3.59K
- 9.67%
N/A
33.5K $0
JBL
Jabil Inc

Technology
-331
- 16.45%
$118.97 - $147.77 $39.4K - $48.9K
1.68K $241K
MNKD
Mannkind Corp

Healthcare
-110
- 0.75%
$5.93 - $7.44 $652 - $818
14.6K $93K
RL
Ralph Lauren Corp

Consumer Cyclical
-203
- 15.4%
$192.23 - $233.41 $39K - $47.4K
1.12K $257K
MTDR
Matador Resources CO

Energy
-452
- 11.07%
$50.33 - $60.91 $22.7K - $27.5K
3.63K $204K
UEC
Uranium Energy Corp

Energy
-489
- 3.85%
$6.55 - $8.6 $3.2K - $4.21K
12.2K $81K
INCY
Incyte Corp

Healthcare
-96
- 2.89%
$65.08 - $83.38 $6.25K - $8K
3.23K $223K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
-544
- 16.51%
$60.83 - $79.97 $33.1K - $43.5K
2.75K $218K
AEE
Ameren Corp

Utilities
-8
- 0.27%
$85.81 - $94.98 $686 - $760
2.93K $261K
SSB
South State Corp

Financial Services
-125
- 1.64%
$94.05 - $111.93 $11.8K - $14K
7.5K $746K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.32K
- 26.36%
$43.54 - $66.18 $57.6K - $87.5K
3.69K $241K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-615
- 1.87%
$39.04 - $40.41 $24K - $24.9K
32.2K $1.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-270
- 1.16%
$35.94 - $36.85 $9.7K - $9.95K
23K $844K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-606
- 10.82%
$38.7 - $51.36 $23.5K - $31.1K
5K $237K
PCAR
Paccar Inc

Industrials
-65
- 1.97%
$97.92 - $118.41 $6.36K - $7.7K
3.23K $336K
SF
Stifel Financial Corp

Financial Services
-139
- 5.86%
$93.4 - $117.72 $13K - $16.4K
2.23K $236K
SNA
Snap On Inc

Industrials
-66
- 8.78%
$285.44 - $371.35 $18.8K - $24.5K
686 $232K
Activity Summary
Buys All Purchases 583 New Holdings 96 Increased Positions 487 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 1 Puts 0
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