Foundations Investment Advisors, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $393,561 | 6,052 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $441,408 | 6,897 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $526,717 | 8,094 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $518,902 | 8,045 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $438,006 | 5,659 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $316,249 | 4,582 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $258,523 | 4,465 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $264,567 | 4,345 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $300,734 | 3,893 | Shares | Sole | 2024-02-08 |