Foundations Investment Advisors, LLC Collaborative Invt Ser Tr Adap Put Options Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding RULE

# of Institutions

9

Shares Held

1.25M

Call Options Held

0

Put Options Held

0

Ae Wealth Management LLC

623K
Shares

$13.6 Million
0.15% of portfolio
Elevation Capital Advisory, LLC Bend, OR

285K
Shares

$6.23 Million
2.82% of portfolio
Authentikos Wealth Advisory, LLC Morgan Hill, CA

245K
Shares

$5.37 Million
5.17% of portfolio
Goldman Sachs Group Inc New York, NY

61.9K
Shares

$1.35 Million
0.0% of portfolio
Gts Securities LLC New York, NY

16.7K
Shares

$364,922
0.0% of portfolio

About COLLABORATIVE INVT SER TR ADAP

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