Forthright Family Wealth Advisory LLC Spdr Portfolio Transaction History
Forthright Family Wealth Advisory LLC
- $140 Million
- Q3 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 8,942 shares of SPYG stock, worth $937,211. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,942Holding current value
$937,211% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,396Shares Held
338MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
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Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
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Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
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Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio