Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ABRDN ETFS | BBRG ALL COMD K1 | 201 | $2,986,790 | 155,158 | 0.00 | 0.00 | 19,231 | 14.15 | 12-31-2023 |
ALPHABET INC | CAP STK CL C | 202 | $2,968,653 | 20,802 | 0.00 | 0.00 | -1,598 | -7.13 | 12-31-2023 |
VANGUARD WORLD FDS | FINANCIALS ETF | 203 | $2,963,429 | 31,516 | 0.00 | 0.00 | 1,792 | 6.03 | 12-31-2023 |
PCM FD INC | COM | 204 | $2,942,580 | 364,632 | 0.00 | 0.00 | 55,772 | 18.06 | 12-31-2023 |