Forthright Family Wealth Advisory LLC New Holdings in Q2 2024

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PCOR
Procore Technologies, Inc.

Technology
9.06K
New
$63.05 - $80.32 $571K - $728K
9.06K $601M
AVLV
American Centy ETF Tr Avantis
5.43K
New
$60.74 - $64.14 $330K - $348K
5.43K $341M
FLRG
Fidelity Covington Tr U S Mult

ETFs
7.98K
New
$28.75 - $31.79 $229K - $254K
7.98K $252M
META
Meta Platforms, Inc.

Communication Services
489
New
$430.17 - $527.34 $210K - $258K
489 $247M
Bunge Global Sa
1.88K
New
N/A
1.88K $201M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10K
New
$14.84 - $15.91 $148K - $159K
10K $150M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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