Foundations Investment Advisors, LLC
EndowmentPosition in ESUM — Eventide US Market ETF
CIK 1743404
PHOENIX, AZ
All Filings in ESUM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ESUM | $303,923 | 11,609 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 ESUM | $216,490 | 8,039 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 ESUM | $207,600 | 7,638 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||