Foundations Investment Advisors, LLC Options Holdings

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
WMT
Walmart Inc.

Consumer Defensive
CALL
$1.36 Million
15K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 837
  • Current Value $4.87 Billion
  • Prior Value $4.46 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 96 stocks
  • Additional Purchases 487 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 228 stocks
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