Forthright Family Wealth Advisory LLC Ishares Tr Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 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 29,273 shares of IFRA stock, worth $1.37 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
29,273
Previous 29,148
0.43%
Holding current value
$1.37 Million
Previous $1.26 Billion
2.44%
% of portfolio
0.79%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IFRA
# of Institutions
437Shares Held
42MCall Options Held
36KPut Options Held
100-
Envestnet Asset Management Inc6.91MShares$323 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.01MShares$234 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$90.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.91MShares$89.2 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$69.4 Million0.01% of portfolio