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 |
2025-06-06 7:58 pm Sale |
2025-05-31 | 13G | Foundations Dynamic Growth ETF FDGR |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 27,034 15.500% |
-3,746![]() (-12.17%) |
Filing |
2025-05-07 2:02 pm Sale |
2025-04-30 | 13G | Foundations Dynamic Growth ETF FDGR |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 30,780 15.400% |
-22,113![]() (-41.81%) |
Filing |
2025-04-29 3:59 pm Purchase |
2025-03-31 | 13G | Foundations Dynamic Growth ETF FDGR |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 52,893 26.500% |
2,401![]() (+4.76%) |
Filing |
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 |