Foundations Investment Advisors, LLC
EndowmentPosition in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1743404
PHOENIX, AZ
All Filings in AOA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,730,230 | 202,154 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $15,587,511 | 176,150 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $16,112,469 | 179,907 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $13,369,427 | 151,684 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,485,998 | 113,741 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $6,670,264 | 87,193 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,549,015 | 72,432 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,832,053 | 61,235 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,977,581 | 66,563 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||