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 EQTY PWR BUF | 701 | $287,876 | 7,590 | 0.00 | 7,590 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 702 | $287,257 | 8,918 | 0.00 | 0.00 | -4,218 | -32.11 | 12-31-2023 |
| SPDR SER TR | COMP SOFTWARE | 703 | $285,376 | 1,907 | 0.00 | 0.00 | -18,001 | -90.42 | 12-31-2023 |
| DIREXION SHS ETF TR | DAILY 20+ YEAR T | 704 | $284,796 | 4,556 | 0.00 | 4,556 | +Inf | 12-31-2023 |
