Forthright Family Wealth Advisory LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 67,874 shares of SPEM stock, worth $2.66 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
67,874Holding current value
$2.66 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
848Shares Held
202MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$901 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$723 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$378 Million0.18% of portfolio
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Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
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State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio