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 |
---|---|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TR | US EQT ULTRA BF | 551 | $452,054 | 15,190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DOMINION ENERGY INC | COM | 552 | $451,716 | 9,677 | 0.00 | 0.00 | 936 | 10.71 | 12-31-2023 |
ISHARES TR | MSCI GERMNY ETF | Liquidated | $0 | 0 | 0.00 | 8,043 | +Inf | 12-31-2023 | |
AMERICAN ELEC PWR CO INC | COM | 554 | $446,748 | 5,606 | 0.00 | 0.00 | 89 | 1.61 | 12-31-2023 |