Foundations Investment Advisors, LLC 13D/13G Filings for Cabana Target Leading Sector Moderate ETF (CLSM)

Foundations Investment Advisors, LLC 13D and 13G filings for Cabana Target Leading Sector Moderate ETF:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Shares have been adjusted for stock splits.
Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2024-12-06
6:16 pm
Purchase
2024-11-30 13G Cabana Target Leading Sector Moderate ETF
CLSM
Foundations Investment Advisors, LLC 4,400,080
63.000%
3,333,996increase
(+312.73%)
Filing
2023-01-26
3:50 pm
Purchase
2022-12-30 13G Cabana Target Leading Sector Moderate ETF
CLSM
Foundations Investment Advisors, LLC 1,066,084
72.280%
1,066,084increase
(New Position)
Filing