Forth Right Wealth Management, LLC Spdr Portfolio Transaction History
Forth Right Wealth Management, LLC
- $339 Million
- Q4 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 3,499 shares of SPMD stock, worth $196,888. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,499
Previous 4,272
18.09%
Holding current value
$196,888
Previous $244,000
19.67%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
807Shares Held
230MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.7.04MShares$396 Million5.03% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio