Foundations Investment Advisors, LLC 13D and 13G filings for Foundations Dynamic Growth 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.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2025-02-05 8:08 pm Purchase |
2025-01-31 | 13G | Foundations Dynamic Growth ETF FDGR |
Foundations Investment Advisors, LLC | 50,492 28.850% |
15,669 (+45.00%) |
Filing |
| 2025-02-04 1:18 pm Sale |
2024-12-31 | 13G | Foundations Dynamic Growth ETF FDGR |
Foundations Investment Advisors, LLC | 34,823 19.900% |
-474 (-1.34%) |
Filing |
| 2024-12-06 6:09 pm Purchase |
2024-11-30 | 13G | Foundations Dynamic Growth ETF FDGR |
Foundations Investment Advisors, LLC | 35,297 17.600% |
35,297 (New Position) |
Filing |