Forthright Family Wealth Advisory LLC Spdr S&P 500 ETF Trust Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 3,655 shares of SPY stock, worth $2.08 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
3,655
Previous 3,655
-0.0%
Holding current value
$2.08 Million
Previous $1.91 Billion
4.04%
% of portfolio
1.28%
Previous 1.28%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,483Shares Held
573MCall Options Held
272MPut Options Held
391M-
Jpmorgan Chase & CO New York, NY56.3MShares$32 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.3 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.11 Billion0.07% of portfolio