Foundations Investment Advisors, LLC
EndowmentPosition in CLSE — Convergence Long/Short Equity ETF
CIK 1743404
PHOENIX, AZ
All Filings in CLSE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSE | $1,243,731 | 44,198 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 CLSE | $1,069,668 | 39,139 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 CLSE | $847,419 | 32,543 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 CLSE | $807,924 | 34,571 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CLSE | $613,529 | 28,391 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 CLSE | $336,960 | 14,708 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 CLSE | $270,001 | 12,124 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||