CUSIP 90214Q543FNDTNS DYNAMIC GQ1 2025
7 filings · latest Jul 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 52.7K | $673.5K |
| 2 | Anfield Capital Management, LLC | 43.6K | $557.4K |
| 3 | Geowealth Management, LLC | 33.3K | $425.1K |
| 4 | Susquehanna International Group, LLP | 20.2K | $258.5K |
| 5 | Ubs Group AG | 944 | $12.1K |
| 4 | Apr 29, 2025 | Foundations Investment Advisors, LLC | 13G/A | 26.5% | 52.9K | SEC |
| 5 | Feb 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 28.9% | 50.5K | SEC |
| 6 | Feb 4, 2025 | Foundations Investment Advisors, LLC | 13G/A | 19.9% | 34.8K | SEC |
| 7 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G | 17.6% | 35.3K | SEC |