Forthright Family Wealth Advisory LLC Ishares Tr Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 27,093 shares of IFRA stock, worth $1.27 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
27,093
Previous 29,273
7.45%
Holding current value
$1.27 Million
Previous $1.23 Billion
10.46%
% of portfolio
0.87%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
477Shares Held
52.4MCall Options Held
1KPut Options Held
100-
Bank Of America Corp Charlotte, NC10MShares$468 Million0.04% of portfolio
-
Envestnet Asset Management Inc7.43MShares$348 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$133 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.26MShares$106 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$74.9 Million0.01% of portfolio