CUSIP 90214Q550FOUNDATIONS DYNMQ1 2025
7 filings · latest Jul 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 56.2K | $676.8K |
| 2 | Anfield Capital Management, LLC | 44.8K | $539.7K |
| 3 | Geowealth Management, LLC | 35.1K | $423.1K |
| 4 | Citadel Advisors LLC | 18.2K | $219.4K |
| 5 | Ubs Group AG | 2.1K | $25.5K |
| 4 | Mar 6, 2025 | Foundations Investment Advisors, LLC | 13G/A | 31.2% | 54.6K | SEC |
| 5 | Feb 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 36.6% | 55.0K | SEC |
| 6 | Feb 4, 2025 | Foundations Investment Advisors, LLC | 13G/A | 18.9% | 37.9K | SEC |
| 7 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G | 16.1% | 36.3K | SEC |