Foundations Investment Advisors, LLC
EndowmentPosition in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 1743404
PHOENIX, AZ
All Filings in OCTW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $407,397 | 10,590 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 OCTW | $341,289 | 8,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 OCTW | $484,580 | 12,642 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 OCTW | $269,802 | 7,290 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 OCTW | $312,568 | 8,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 OCTW | $434,542 | 12,221 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||