Foundations Investment Advisors, LLC
EndowmentPosition in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1743404
PHOENIX, AZ
All Filings in AOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 AOM | $13,714,477 | 304,023 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 AOM | $11,748,310 | 273,153 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 AOM | $814,094 | 19,612 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 AOM | $684,973 | 17,595 | Shares | Sole | 2023-10-05 | |
| 2021-06-30 AOM | $216,194 | 4,799 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 AOM | $208,996 | 4,799 | Shares | Sole | 2021-04-09 | |
| 2020-06-30 AOM | $204,931 | 5,140 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||