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
AGNC INVT CORP COM 901 $151,630 15,680 0.00 15,680 +Inf 12-31-2023
WARNER BROS DISCOVERY INC COM SER A 902 $120,085 11,480 0.00 0.00 -1,916 -14.30 12-31-2023
KEYCORP COM Liquidated $0 0 0.00 0.00 -831 -7.50 12-31-2023
VODAFONE GROUP PLC NEW SPONSORED ADR 904 $87,634 10,038 0.00 10,038 +Inf 12-31-2023
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