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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 651 | $326,085 | 8,907 | 0.00 | 0.00 | -180 | -1.98 | 12-31-2023 |
| ECOLAB INC | COM | 652 | $323,662 | 1,618 | 0.00 | 0.00 | 151 | 10.29 | 12-31-2023 |
| PROSHARES TR | S&P 500 DV ARIST | 653 | $322,476 | 3,370 | 0.00 | 3,370 | +Inf | 12-31-2023 | |
| VERTEX PHARMACEUTICALS INC | COM | 654 | $321,932 | 742 | 0.00 | 742 | +Inf | 12-31-2023 |
