Foundations Investment Advisors, LLC
EndowmentPosition in STOT — State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF
CIK 1743404
PHOENIX, AZ
All Filings in STOT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STOT | $34,900,328 | 740,512 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 STOT | $26,317,464 | 556,630 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 STOT | $15,185,850 | 320,478 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 STOT | $18,528,007 | 391,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 STOT | $7,171,605 | 151,780 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 STOT | $5,252,021 | 112,079 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 STOT | $4,542,166 | 95,685 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 STOT | $809,240 | 17,273 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||