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
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 351 $1,042,162 45,890 0.00 0.00 25,121 120.95 12-31-2023
MARATHON DIGITAL HOLDINGS IN COM 352 $1,036,820 55,743 0.00 55,743 +Inf 12-31-2023
DEERE & CO COM 353 $1,032,440 2,623 0.00 0.00 -1,868 -41.59 12-31-2023
ISHARES INC MSCI HONG KG ETF 354 $1,031,502 64,997 0.00 0.00 -14,150 -17.88 12-31-2023
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