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
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
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