Foundations Investment Advisors’s FinWise Bancorp FINW Stock Holding History

Foundations Investment Advisors’s Portfolio FINW Stock Details FINW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$161K	Hold
2024 Q3	$157K	Sell
2024 Q2	$221K	Buy