Foundations Investment Advisors, LLC
EndowmentPosition in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1743404
PHOENIX, AZ
All Filings in XMAR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $2,975,934 | 73,498 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XMAR | $3,042,865 | 76,205 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XMAR | $3,003,148 | 76,566 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XMAR | $3,038,894 | 79,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XMAR | $2,985,347 | 81,245 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 XMAR | $2,997,215 | 82,796 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 XMAR | $2,961,924 | 83,458 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 XMAR | $2,991,082 | 86,520 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 XMAR | $2,934,185 | 87,275 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XMAR | $2,662,425 | 80,974 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 XMAR | $2,919,612 | 92,276 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 XMAR | $346,709 | 11,021 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||