Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 151 | $4,313,789 | 188,375 | 0.00 | 0.00 | 10,409 | 5.85 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 152 | $4,313,631 | 38,069 | 0.00 | 0.00 | -1,426 | -3.61 | 12-31-2023 |
| SOUTHERN CO | COM | 153 | $4,230,451 | 60,006 | 0.00 | 0.00 | -1,920 | -3.10 | 12-31-2023 |
| MAIN STR CAP CORP | COM | 154 | $4,224,599 | 93,964 | 0.00 | 0.00 | 14,565 | 18.34 | 12-31-2023 |
