Foundations Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,249	Closed	-$246K	–	925
2024 Q4	$246K	Buy	3,249 +171	+6%	+$13K	﹤0.01%	715
2024 Q3	$228K	Buy	+3,078	New	+$228K	﹤0.01%	722