Foundations Investment Advisors, LLC
EndowmentPosition in XMAY — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May
CIK 1743404
PHOENIX, AZ
All Filings in XMAY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAY | $630,344 | 18,032 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XMAY | $630,820 | 18,087 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XMAY | $623,213 | 18,204 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XMAY | $672,243 | 20,179 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XMAY | $604,676 | 19,119 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 XMAY | $614,294 | 19,452 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 XMAY | $629,686 | 20,285 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||