Foundations Investment Advisors, LLC
EndowmentPosition in SEPM — FT Vest U.S. Equity Max Buffer ETF - September
CIK 1743404
PHOENIX, AZ
All Filings in SEPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPM | $261,495 | 8,260 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 SEPM | $293,982 | 9,243 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 SEPM | $7,450,612 | 249,744 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||